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 8-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 | $75,396 | $106,584-29.3% | $101,326-25.6% | $142,382-47.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 81.5%-21.5pp | 80.1%-20.1pp |
| Annual return | 20.36% | 36.93%-16.6pp | 36.82%-16.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,455 | $3,956-63.2% | $3,665-60.3% | $4,299-66.2% |
| Participant deferral / active EE | $10,189 | $8,297+22.8% | $7,994+27.5% | $6,507+56.6% |
| Admin fee / account holder | $101 | $11,446-99.1% | $11,185-99.1% | $12,624-99.2% |