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 | $157,758 | $109,881+43.6% | $150,045+5.1% | $84,808+86.0% |
| Participation rate | 55.9% | 76.1%-20.2pp | 82.3%-26.4pp | 68.3%-12.4pp |
| Annual return | 18.01% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,606 | $3,561-26.8% | $4,693-44.5% | $2,631-1.0% |
| Participant deferral / active EE | $5,014 | $6,636-24.4% | $7,997-37.3% | $4,212+19.0% |
| Admin fee / account holder | $2 | $8,568-100.0% | $13,435-100.0% | $7,344-100.0% |