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 | $77,513 | $74,888+3.5% | $71,209+8.9% | $142,382-45.6% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.1%-40.1pp |
| Annual return | 16.01% | 345.14%-329.1pp | 282.51%-266.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $576 | $2,854-79.8% | $2,721-78.8% | $4,299-86.6% |
| Participant deferral / active EE | $2,881 | $4,454-35.3% | $4,175-31.0% | $6,507-55.7% |
| Admin fee / account holder | $13 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |