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 | $106,440 | $104,974+1.4% | $95,585+11.4% | $142,382-25.2% |
| Participation rate | 30.0% | 75.0%-45.0pp | 72.1%-42.1pp | 80.1%-50.1pp |
| Annual return | 18.64% | 210.33%-191.7pp | 38.56%-19.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,255 | $2,779-54.8% | $2,527-50.3% | $4,299-70.8% |
| Participant deferral / active EE | $2,714 | $4,352-37.6% | $4,023-32.5% | $6,507-58.3% |
| Admin fee / account holder | $28 | $6,386-99.6% | $6,127-99.6% | $12,624-99.8% |