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 6-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 | $75,569 | $159,602-52.7% | $150,045-49.6% | $142,382-46.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 17.97% | 70.24%-52.3pp | 62.55%-44.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,723 | $4,961-45.1% | $4,693-42.0% | $4,299-36.7% |
| Participant deferral / active EE | $2,953 | $8,310-64.5% | $7,997-63.1% | $6,507-54.6% |
| Admin fee / account holder | $104 | $14,846-99.3% | $13,435-99.2% | $12,624-99.2% |