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 | $72,071+7.5% | $68,368+13.4% | $137,256-43.5% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 16.01% | 353.14%-337.1pp | 292.57%-276.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $576 | $2,788-79.3% | $2,649-78.2% | $4,156-86.1% |
| Participant deferral / active EE | $2,881 | $4,410-34.7% | $4,123-30.1% | $6,407-55.0% |
| Admin fee / account holder | $13 | $5,336-99.8% | $5,150-99.7% | $12,270-99.9% |