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 | $59,660 | $133,922-55.5% | $116,228-48.7% | $142,382-58.1% |
| Participation rate | 63.6% | 77.9%-14.2pp | 74.6%-10.9pp | 80.1%-16.5pp |
| Annual return | 16.74% | 147.76%-131.0pp | 90.06%-73.3pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,328 | $3,446-32.4% | $2,994-22.3% | $4,299-45.9% |
| Participant deferral / active EE | $8,688 | $5,672+53.2% | $4,953+75.4% | $6,507+33.5% |
| Admin fee / account holder | $16 | $14,945-99.9% | $11,989-99.9% | $12,624-99.9% |