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 | $132,166 | $175,202-24.6% | $149,673-11.7% | $139,434-5.2% |
| Participation rate | 20.0% | 83.4%-63.4pp | 78.8%-58.8pp | 80.3%-60.3pp |
| Annual return | 18.23% | 166.71%-148.5pp | 134.42%-116.2pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,224 | $5,474-77.6% | $4,818-74.6% | $4,751-74.2% |
| Participant deferral / active EE | $4,500 | $6,519-31.0% | $5,680-20.8% | $6,710-32.9% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |