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 | $149,531 | $111,814+33.7% | $93,654+59.7% | $145,959+2.4% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 30.25% | 203.30%-173.0pp | 133.34%-103.1pp | 561.95%-531.7pp |
| Employer contribution / active EE | $1,849 | $3,092-40.2% | $2,421-23.6% | $4,661-60.3% |
| Participant deferral / active EE | $1,849 | $4,914-62.4% | $4,413-58.1% | $6,689-72.4% |
| Admin fee / account holder | $8 | $10,246-99.9% | $8,282-99.9% | $13,398-99.9% |