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 6-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 | $66,712 | $198,466-66.4% | $170,442-60.9% | $147,584-54.8% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 13.71% | 257.29%-243.6pp | 205.93%-192.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $1,826 | $6,184-70.5% | $5,433-66.4% | $4,876-62.6% |
| Participant deferral / active EE | $3,810 | $5,629-32.3% | $4,939-22.9% | $5,439-29.9% |
| Admin fee / account holder | $276 | $16,852-98.4% | $13,880-98.0% | $10,885-97.5% |