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 5-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 | $141,421 | $185,822-23.9% | $169,993-16.8% | $139,434+1.4% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 18.02% | 60.50%-42.5pp | 53.37%-35.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $3,783 | $7,590-50.2% | $6,785-44.3% | $4,751-20.4% |
| Participant deferral / active EE | $9,167 | $11,622-21.1% | $10,408-11.9% | $6,710+36.6% |
| Admin fee / account holder | $76 | $15,381-99.5% | $12,815-99.4% | $11,403-99.3% |