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 | $68,650 | $115,770-40.7% | $101,248-32.2% | $158,922-56.8% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 21.34% | 56.14%-34.8pp | 46.47%-25.1pp | 302.83%-281.5pp |
| Employer contribution / active EE | $3,253 | $4,175-22.1% | $3,660-11.1% | $4,761-31.7% |
| Participant deferral / active EE | $7,936 | $4,957+60.1% | $4,370+81.6% | $5,982+32.7% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |