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 | $75,317 | $115,770-34.9% | $101,248-25.6% | $158,922-52.6% |
| Participation rate | 28.6% | 79.4%-50.8pp | 75.8%-47.2pp | 82.0%-53.4pp |
| Annual return | 8.76% | 56.14%-47.4pp | 46.47%-37.7pp | 302.83%-294.1pp |
| Employer contribution / active EE | $771 | $4,175-81.5% | $3,660-78.9% | $4,761-83.8% |
| Participant deferral / active EE | $6,071 | $4,957+22.5% | $4,370+38.9% | $5,982+1.5% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |