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 | $204,326 | $107,452+90.2% | $91,541+123.2% | $142,382+43.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | 21.33% | 22.06%-0.7pp | 20.50%+0.8pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,785 | $2,994-40.4% | $2,505-28.7% | $4,299-58.5% |
| Participant deferral / active EE | $8,506 | $4,754+78.9% | $4,008+112.2% | $6,507+30.7% |
| Admin fee / account holder | $20 | $8,834-99.8% | $6,956-99.7% | $12,624-99.8% |