See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,689 | $112,096+7.7% | $95,952+25.8% | $158,922-24.1% |
| Participation rate | 38.1% | 79.0%-40.9pp | 77.1%-39.0pp | 82.0%-43.9pp |
| Annual return | 17.68% | 171.09%-153.4pp | 91.61%-73.9pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,078 | $3,198-66.3% | $2,541-57.6% | $4,761-77.4% |
| Participant deferral / active EE | $2,652 | $4,784-44.6% | $4,167-36.3% | $5,982-55.7% |
| Admin fee / account holder | $47 | $10,130-99.5% | $6,795-99.3% | $11,246-99.6% |