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 9-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 | $58,416 | $104,907-44.3% | $84,611-31.0% | $152,861-61.8% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.4%-32.4pp |
| Annual return | 28.99% | 373.79%-344.8pp | 258.74%-229.8pp | 345.32%-316.3pp |
| Employer contribution / active EE | $2,401 | $3,302-27.3% | $2,652-9.5% | $4,762-49.6% |
| Participant deferral / active EE | $7,215 | $4,688+53.9% | $3,899+85.1% | $5,850+23.3% |
| Admin fee / account holder | $191 | $6,241-96.9% | $4,912-96.1% | $11,596-98.4% |