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 | $168,440 | $115,770+45.5% | $101,248+66.4% | $158,922+6.0% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 13.39% | 56.14%-42.8pp | 46.47%-33.1pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,200 | $4,175-71.2% | $3,660-67.2% | $4,761-74.8% |
| Participant deferral / active EE | $7,596 | $4,957+53.2% | $4,370+73.8% | $5,982+27.0% |
| Admin fee / account holder | $15 | $7,245-99.8% | $5,945-99.7% | $11,246-99.9% |