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 | $94,873 | $88,672+7.0% | $105,223-9.8% | $82,448+15.1% |
| Participation rate | 50.0% | 67.9%-17.9pp | 75.0%-25.0pp | 68.1%-18.1pp |
| Annual return | 19.00% | 30.86%-11.9pp | 180.65%-161.6pp | 41.64%-22.6pp |
| Employer contribution / active EE | $2,086 | $3,048-31.5% | $3,689-43.4% | $2,551-18.2% |
| Participant deferral / active EE | $5,800 | $4,036+43.7% | $5,072+14.4% | $4,139+40.1% |
| Admin fee / account holder | $17 | $7,146-99.8% | $8,859-99.8% | $7,234-99.8% |