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 | $153,997 | $149,040+3.3% | $120,225+28.1% | $137,256+12.2% |
| Participation rate | 45.5% | 75.4%-30.0pp | 69.6%-24.1pp | 80.0%-34.5pp |
| Annual return | 18.32% | 605.68%-587.4pp | 439.23%-420.9pp | 220.34%-202.0pp |
| Employer contribution / active EE | $3,756 | $4,350-13.7% | $3,475+8.1% | $4,156-9.6% |
| Participant deferral / active EE | $3,617 | $4,655-22.3% | $3,999-9.6% | $6,407-43.5% |
| Admin fee / account holder | $18 | $6,348-99.7% | $5,696-99.7% | $12,270-99.9% |