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 | $130,873 | $106,584+22.8% | $101,326+29.2% | $142,382-8.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 22.56% | 36.93%-14.4pp | 36.82%-14.3pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,661 | $3,956-58.0% | $3,665-54.7% | $4,299-61.4% |
| Participant deferral / active EE | $10,524 | $8,297+26.8% | $7,994+31.7% | $6,507+61.7% |
| Admin fee / account holder | $60 | $11,446-99.5% | $11,185-99.5% | $12,624-99.5% |