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 | $147,894 | $179,726-17.7% | $156,263-5.4% | $142,382+3.9% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 20.41% | 77.86%-57.4pp | 59.47%-39.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,750 | $5,069-65.5% | $4,333-59.6% | $4,299-59.3% |
| Participant deferral / active EE | $6,555 | $6,956-5.8% | $6,158+6.4% | $6,507+0.7% |
| Admin fee / account holder | $141 | $17,272-99.2% | $14,255-99.0% | $12,624-98.9% |