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 | $199,482 | $167,307+19.2% | $143,757+38.8% | $134,475+48.3% |
| Participation rate | 46.7% | 84.8%-38.1pp | 80.3%-33.6pp | 81.2%-34.6pp |
| Annual return | -11.53% | 0.46%-12.0pp | -0.04%-11.5pp | 417.96%-429.5pp |
| Employer contribution / active EE | $1,186 | $5,619-78.9% | $4,951-76.0% | $4,740-75.0% |
| Participant deferral / active EE | $3,477 | $6,446-46.1% | $5,637-38.3% | $6,400-45.7% |
| Admin fee / account holder | $206 | $18,088-98.9% | $14,673-98.6% | $11,426-98.2% |