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 | $142,951 | $209,411-31.7% | $178,490-19.9% | $158,922-10.0% |
| Participation rate | 37.5% | 86.3%-48.8pp | 81.9%-44.4pp | 82.0%-44.5pp |
| Annual return | 15.38% | 188.75%-173.4pp | 151.07%-135.7pp | 302.83%-287.4pp |
| Employer contribution / active EE | $3,578 | $5,706-37.3% | $5,011-28.6% | $4,761-24.9% |
| Participant deferral / active EE | $3,535 | $5,954-40.6% | $5,202-32.0% | $5,982-40.9% |
| Admin fee / account holder | $10 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |