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 7-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 | $216,524 | $183,519+18.0% | $155,509+39.2% | $145,922+48.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 32.75% | 61.17%-28.4pp | 64.67%-31.9pp | 561.29%-528.5pp |
| Employer contribution / active EE | $2,784 | $5,313-47.6% | $4,672-40.4% | $4,660-40.2% |
| Participant deferral / active EE | $3,481 | $6,462-46.1% | $5,626-38.1% | $6,688-48.0% |
| Admin fee / account holder | $25 | $19,313-99.9% | $15,912-99.8% | $13,397-99.8% |