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 9-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 | $106,250 | $108,172-1.8% | $77,482+37.1% | $158,922-33.1% |
| Participation rate | 66.7% | 64.4%+2.2pp | 54.2%+12.5pp | 82.0%-15.3pp |
| Annual return | 31.27% | 31.67%-0.4pp | 54.79%-23.5pp | 302.83%-271.6pp |
| Employer contribution / active EE | $1,862 | $1,325+40.5% | $986+88.8% | $4,761-60.9% |
| Participant deferral / active EE | $9,707 | $2,456+295.2% | $1,861+421.5% | $5,982+62.3% |
| Admin fee / account holder | $20 | $3,708-99.5% | $2,858-99.3% | $11,246-99.8% |