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 | $85,301 | $74,927+13.8% | $101,794-16.2% | $84,808+0.6% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.2%-19.2pp | 68.3%-18.3pp |
| Annual return | 17.31% | 18.70%-1.4pp | 30.53%-13.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,434 | $1,522-5.8% | $2,289-37.4% | $2,631-45.5% |
| Participant deferral / active EE | $4,075 | $3,099+31.5% | $4,084-0.2% | $4,212-3.2% |
| Admin fee / account holder | $3 | $6,514-100.0% | $8,777-100.0% | $7,344-100.0% |