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 | $159,193 | $124,425+27.9% | $112,040+42.1% | $137,256+16.0% |
| Participation rate | 40.0% | 79.3%-39.3pp | 76.5%-36.5pp | 80.0%-40.0pp |
| Annual return | 18.95% | 24.72%-5.8pp | 24.52%-5.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,354 | $3,411-60.3% | $2,954-54.2% | $4,156-67.4% |
| Participant deferral / active EE | $2,697 | $5,718-52.8% | $5,098-47.1% | $6,407-57.9% |
| Admin fee / account holder | $55 | $15,207-99.6% | $12,098-99.5% | $12,270-99.6% |