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 7-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 | $121,410 | $175,202-30.7% | $149,673-18.9% | $139,434-12.9% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 56.47% | 166.71%-110.2pp | 134.42%-77.9pp | 372.94%-316.5pp |
| Employer contribution / active EE | $2,167 | $5,474-60.4% | $4,818-55.0% | $4,751-54.4% |
| Participant deferral / active EE | $7,500 | $6,519+15.1% | $5,680+32.0% | $6,710+11.8% |
| Admin fee / account holder | $145 | $16,150-99.1% | $13,210-98.9% | $11,403-98.7% |