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 | $93,740 | $118,680-21.0% | $98,907-5.2% | $158,922-41.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 11.21% | 372.35%-361.1pp | 196.43%-185.2pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,149 | $3,333-65.5% | $2,689-57.3% | $4,761-75.9% |
| Participant deferral / active EE | $1,990 | $5,088-60.9% | $4,244-53.1% | $5,982-66.7% |
| Admin fee / account holder | $15 | $10,131-99.9% | $6,642-99.8% | $11,246-99.9% |