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 | $83,771 | $106,515-21.4% | $96,683-13.4% | $139,434-39.9% |
| Participation rate | 52.6% | 77.8%-25.2pp | 74.3%-21.7pp | 80.3%-27.7pp |
| Annual return | 18.81% | 38.43%-19.6pp | 35.69%-16.9pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,293 | $4,103-68.5% | $3,737-65.4% | $4,751-72.8% |
| Participant deferral / active EE | $6,455 | $5,454+18.4% | $4,878+32.3% | $6,710-3.8% |
| Admin fee / account holder | $153 | $7,877-98.1% | $6,730-97.7% | $11,403-98.7% |