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 7-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 | $112,421 | $111,814+0.5% | $103,374+8.8% | $145,959-23.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 12.19% | 24.77%-12.6pp | 24.89%-12.7pp | 561.95%-549.8pp |
| Employer contribution / active EE | $1,300 | $4,214-69.1% | $3,869-66.4% | $4,661-72.1% |
| Participant deferral / active EE | $5,183 | $5,618-7.7% | $5,058+2.5% | $6,689-22.5% |
| Admin fee / account holder | $53 | $9,754-99.5% | $8,394-99.4% | $13,398-99.6% |