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 | $57,953 | $209,411-72.3% | $178,490-67.5% | $158,922-63.5% |
| Participation rate | 57.1% | 86.3%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 46.26% | 188.75%-142.5pp | 151.07%-104.8pp | 302.83%-256.6pp |
| Employer contribution / active EE | $3,071 | $5,706-46.2% | $5,011-38.7% | $4,761-35.5% |
| Participant deferral / active EE | $8,836 | $5,954+48.4% | $5,202+69.9% | $5,982+47.7% |
| Admin fee / account holder | $67 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |