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 | $148,733 | $91,190+63.1% | $178,490-16.7% | $79,858+86.2% |
| Participation rate | 56.0% | 69.2%-13.2pp | 81.9%-25.9pp | 69.6%-13.6pp |
| Annual return | 25.04% | 24.19%+0.9pp | 151.07%-126.0pp | 31.71%-6.7pp |
| Employer contribution / active EE | $19,050 | $3,256+485.1% | $5,011+280.2% | $2,471+671.0% |
| Participant deferral / active EE | $11,160 | $3,236+244.9% | $5,202+114.5% | $3,740+198.4% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |