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 9-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 | $87,801 | $177,572-50.6% | $154,803-43.3% | $142,382-38.3% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 17.62% | 65.07%-47.5pp | 58.88%-41.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,793 | $4,810-62.7% | $4,305-58.3% | $4,299-58.3% |
| Participant deferral / active EE | $6,023 | $6,272-4.0% | $5,540+8.7% | $6,507-7.4% |
| Admin fee / account holder | $73 | $16,786-99.6% | $14,329-99.5% | $12,624-99.4% |