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 | $99,336 | $127,777-22.3% | $106,548-6.8% | $167,490-40.7% |
| Participation rate | 64.3% | 78.3%-14.0pp | 76.1%-11.8pp | 82.1%-17.8pp |
| Annual return | 13.38% | 33.87%-20.5pp | 26.80%-13.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,119 | $3,427-67.4% | $2,819-60.3% | $4,837-76.9% |
| Participant deferral / active EE | $2,006 | $5,087-60.6% | $4,398-54.4% | $6,341-68.4% |
| Admin fee / account holder | $19 | $11,228-99.8% | $7,407-99.7% | $12,309-99.8% |