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 | $137,171 | $102,245+34.2% | $89,340+53.5% | $137,256-0.1% |
| Participation rate | 33.3% | 74.9%-41.6pp | 69.6%-36.2pp | 80.0%-46.6pp |
| Annual return | 18.76% | 21.89%-3.1pp | 20.57%-1.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $970 | $2,529-61.6% | $2,231-56.5% | $4,156-76.7% |
| Participant deferral / active EE | $11,538 | $4,436+160.1% | $3,823+201.8% | $6,407+80.1% |
| Admin fee / account holder | $90 | $8,085-98.9% | $6,704-98.7% | $12,270-99.3% |