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 | $110,237 | $106,515+3.5% | $96,683+14.0% | $139,434-20.9% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 17.29% | 38.43%-21.1pp | 35.69%-18.4pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,377 | $4,103-66.4% | $3,737-63.1% | $4,751-71.0% |
| Participant deferral / active EE | $4,875 | $5,454-10.6% | $4,878-0.1% | $6,710-27.3% |
| Admin fee / account holder | $231 | $7,877-97.1% | $6,730-96.6% | $11,403-98.0% |