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 7-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 | $92,427 | $99,877-7.5% | $84,966+8.8% | $145,922-36.7% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 17.71% | 83.76%-66.0pp | 66.38%-48.7pp | 561.29%-543.6pp |
| Employer contribution / active EE | $2,492 | $3,231-22.9% | $2,727-8.6% | $4,660-46.5% |
| Participant deferral / active EE | $9,121 | $5,291+72.4% | $4,519+101.8% | $6,688+36.4% |
| Admin fee / account holder | $20 | $7,248-99.7% | $6,149-99.7% | $13,397-99.9% |