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 | $91,098 | $81,632+11.6% | $70,449+29.3% | $158,922-42.7% |
| Participation rate | 42.9% | 77.7%-34.9pp | 75.1%-32.2pp | 82.0%-39.1pp |
| Annual return | 13.96% | 208.40%-194.4pp | 109.03%-95.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $2,966 | $3,217-7.8% | $2,737+8.4% | $4,761-37.7% |
| Participant deferral / active EE | $8,686 | $4,554+90.7% | $3,709+134.2% | $5,982+45.2% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |