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 | $178,174-17.0% | $156,181-5.3% | $137,256+7.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 20.41% | 84.19%-63.8pp | 64.87%-44.5pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,750 | $4,972-64.8% | $4,294-59.3% | $4,156-57.9% |
| Participant deferral / active EE | $6,555 | $6,888-4.8% | $6,132+6.9% | $6,407+2.3% |
| Admin fee / account holder | $141 | $17,404-99.2% | $14,586-99.0% | $12,270-98.9% |