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 | $66,556 | $138,044-51.8% | $125,339-46.9% | $134,475-50.5% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.1pp | 81.2%-12.0pp |
| Annual return | -18.61% | 750.33%-768.9pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,229 | $5,243-57.5% | $4,814-53.7% | $4,740-53.0% |
| Participant deferral / active EE | $5,410 | $7,799-30.6% | $7,446-27.3% | $6,400-15.5% |
| Admin fee / account holder | $220 | $11,571-98.1% | $10,010-97.8% | $11,426-98.1% |