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 | $55,287 | $109,817-49.7% | $98,442-43.8% | $167,490-67.0% |
| Participation rate | 62.5% | 75.8%-13.3pp | 73.3%-10.8pp | 82.1%-19.6pp |
| Annual return | 20.51% | 1956.69%-1936.2pp | 1492.73%-1472.2pp | 478.56%-458.0pp |
| Employer contribution / active EE | $2,360 | $3,224-26.8% | $2,960-20.3% | $4,837-51.2% |
| Participant deferral / active EE | $7,811 | $4,673+67.2% | $4,276+82.7% | $6,341+23.2% |
| Admin fee / account holder | $165 | $6,753-97.6% | $5,949-97.2% | $12,309-98.7% |