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 8-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 | $136,721 | $211,958-35.5% | $169,463-19.3% | $135,375+1.0% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -4.44% | 3.26%-7.7pp | 1.83%-6.3pp | 519.73%-524.2pp |
| Employer contribution / active EE | $10,000 | $5,120+95.3% | $4,159+140.4% | $4,779+109.3% |
| Participant deferral / active EE | $16,333 | $6,075+168.9% | $5,277+209.5% | $5,609+191.2% |
| Admin fee / account holder | $109 | $11,471-99.1% | $9,109-98.8% | $10,827-99.0% |