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 6-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 | $149,250 | $106,584+40.0% | $101,326+47.3% | $142,382+4.8% |
| Participation rate | 25.0% | 82.7%-57.7pp | 81.5%-56.5pp | 80.1%-55.1pp |
| Annual return | 18.31% | 36.93%-18.6pp | 36.82%-18.5pp | 217.08%-198.8pp |
| Employer contribution / active EE | $896 | $3,956-77.3% | $3,665-75.5% | $4,299-79.2% |
| Participant deferral / active EE | $5,868 | $8,297-29.3% | $7,994-26.6% | $6,507-9.8% |
| Admin fee / account holder | $288 | $11,446-97.5% | $11,185-97.4% | $12,624-97.7% |