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 | $110,112 | $209,411-47.4% | $178,490-38.3% | $158,922-30.7% |
| Participation rate | 40.0% | 86.3%-46.3pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 18.39% | 188.75%-170.4pp | 151.07%-132.7pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,572 | $5,706-72.4% | $5,011-68.6% | $4,761-67.0% |
| Participant deferral / active EE | $5,200 | $5,954-12.7% | $5,2020% | $5,982-13.1% |
| Admin fee / account holder | $213 | $17,074-98.8% | $13,984-98.5% | $11,246-98.1% |