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 | $130,346 | $100,773+29.3% | $88,946+46.5% | $142,382-8.5% |
| Participation rate | 68.4% | 74.3%-5.9pp | 68.8%-0.4pp | 80.1%-11.7pp |
| Annual return | 10.94% | 70.18%-59.2pp | 57.82%-46.9pp | 217.08%-206.1pp |
| Employer contribution / active EE | $6,866 | $2,918+135.3% | $2,555+168.7% | $4,299+59.7% |
| Participant deferral / active EE | $4,079 | $5,230-22.0% | $4,581-11.0% | $6,507-37.3% |
| Admin fee / account holder | $65 | $9,693-99.3% | $8,261-99.2% | $12,624-99.5% |