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 | $172,400 | $96,635+78.4% | $86,612+99.0% | $139,434+23.6% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 15.02% | 106.41%-91.4pp | 591.07%-576.1pp | 372.94%-357.9pp |
| Employer contribution / active EE | $3,509 | $3,263+7.5% | $3,022+16.1% | $4,751-26.1% |
| Participant deferral / active EE | $7,206 | $4,836+49.0% | $4,438+62.4% | $6,710+7.4% |
| Admin fee / account holder | $18 | $6,408-99.7% | $5,614-99.7% | $11,403-99.8% |