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 | $132,634-55.0% | $115,768-48.5% | $137,256-56.5% |
| Participation rate | 63.6% | 77.9%-14.2pp | 74.4%-10.8pp | 80.0%-16.3pp |
| Annual return | 16.74% | 160.70%-144.0pp | 100.46%-83.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,328 | $3,360-30.7% | $2,940-20.8% | $4,156-44.0% |
| Participant deferral / active EE | $8,688 | $5,619+54.6% | $4,917+76.7% | $6,407+35.6% |
| Admin fee / account holder | $16 | $15,028-99.9% | $12,439-99.9% | $12,270-99.9% |