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 4-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 | $137,783 | $154,228-10.7% | $145,433-5.3% | $137,256+0.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 18.15% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,969 | $4,804-38.2% | $4,554-34.8% | $4,156-28.6% |
| Participant deferral / active EE | $8,779 | $8,216+6.8% | $7,897+11.2% | $6,407+37.0% |
| Admin fee / account holder | $146 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |