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 7-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 | $171,774 | $228,332-24.8% | $185,823-7.6% | $158,922+8.1% |
| Participation rate | 61.9% | 82.3%-20.4pp | 78.0%-16.1pp | 82.0%-20.1pp |
| Annual return | 17.41% | 40.80%-23.4pp | 35.95%-18.5pp | 302.83%-285.4pp |
| Employer contribution / active EE | $3,248 | $4,967-34.6% | $4,087-20.5% | $4,761-31.8% |
| Participant deferral / active EE | $7,376 | $6,415+15.0% | $5,632+31.0% | $5,982+23.3% |
| Admin fee / account holder | $20 | $11,864-99.8% | $9,500-99.8% | $11,246-99.8% |