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 | $140,382 | $211,958-33.8% | $169,463-17.2% | $135,375+3.7% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | 1.39% | 3.26%-1.9pp | 1.83%-0.4pp | 519.73%-518.3pp |
| Employer contribution / active EE | $3,847 | $5,120-24.9% | $4,159-7.5% | $4,779-19.5% |
| Participant deferral / active EE | $6,320 | $6,075+4.0% | $5,277+19.8% | $5,609+12.7% |
| Admin fee / account holder | $15 | $11,471-99.9% | $9,109-99.8% | $10,827-99.9% |