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 | $93,992 | $106,515-11.8% | $96,683-2.8% | $139,434-32.6% |
| Participation rate | 37.5% | 77.8%-40.3pp | 74.3%-36.8pp | 80.3%-42.8pp |
| Annual return | 19.40% | 38.43%-19.0pp | 35.69%-16.3pp | 372.94%-353.5pp |
| Employer contribution / active EE | $1,033 | $4,103-74.8% | $3,737-72.3% | $4,751-78.3% |
| Participant deferral / active EE | $5,162 | $5,454-5.3% | $4,878+5.8% | $6,710-23.1% |
| Admin fee / account holder | $252 | $7,877-96.8% | $6,730-96.3% | $11,403-97.8% |