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 | $160,465 | $157,256+2.0% | $141,162+13.7% | $152,861+5.0% |
| Participation rate | 37.5% | 84.8%-47.3pp | 82.5%-45.0pp | 82.4%-44.9pp |
| Annual return | 34.22% | 64.32%-30.1pp | 71.39%-37.2pp | 345.32%-311.1pp |
| Employer contribution / active EE | $2,972 | $5,261-43.5% | $4,735-37.2% | $4,762-37.6% |
| Participant deferral / active EE | $6,625 | $7,109-6.8% | $6,709-1.3% | $5,850+13.2% |
| Admin fee / account holder | $33 | $12,120-99.7% | $10,261-99.7% | $11,596-99.7% |