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 | $130,288 | $106,515+22.3% | $96,683+34.8% | $139,434-6.6% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 17.96% | 38.43%-20.5pp | 35.69%-17.7pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,819 | $4,103-55.7% | $3,737-51.3% | $4,751-61.7% |
| Participant deferral / active EE | $7,202 | $5,454+32.1% | $4,878+47.6% | $6,710+7.3% |
| Admin fee / account holder | $257 | $7,877-96.7% | $6,730-96.2% | $11,403-97.7% |