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 6-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 | $139,068 | $177,572-21.7% | $154,803-10.2% | $142,382-2.3% |
| Participation rate | 20.0% | 82.1%-62.1pp | 78.1%-58.1pp | 80.1%-60.1pp |
| Annual return | 14.51% | 65.07%-50.6pp | 58.88%-44.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,818 | $4,810-20.6% | $4,305-11.3% | $4,299-11.2% |
| Participant deferral / active EE | $4,600 | $6,272-26.7% | $5,540-17.0% | $6,507-29.3% |
| Admin fee / account holder | $50 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |