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 7-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 | $89,739 | $112,881-20.5% | $90,951-1.3% | $158,922-43.5% |
| Participation rate | 37.5% | 74.7%-37.2pp | 69.0%-31.5pp | 82.0%-44.5pp |
| Annual return | 199.35% | 215.79%-16.4pp | 134.60%+64.7pp | 302.83%-103.5pp |
| Employer contribution / active EE | $720 | $2,893-75.1% | $2,122-66.1% | $4,761-84.9% |
| Participant deferral / active EE | $2,771 | $4,128-32.9% | $3,373-17.8% | $5,982-53.7% |
| Admin fee / account holder | $19 | $8,041-99.8% | $5,959-99.7% | $11,246-99.8% |