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 | $122,615 | $157,256-22.0% | $141,162-13.1% | $152,861-19.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 24.76% | 64.32%-39.6pp | 71.39%-46.6pp | 345.32%-320.6pp |
| Employer contribution / active EE | $6,257 | $5,261+18.9% | $4,735+32.1% | $4,762+31.4% |
| Participant deferral / active EE | $2,461 | $7,109-65.4% | $6,709-63.3% | $5,850-57.9% |
| Admin fee / account holder | $208 | $12,120-98.3% | $10,261-98.0% | $11,596-98.2% |