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 | $179,174 | $183,519-2.4% | $155,509+15.2% | $145,922+22.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 30.94% | 61.17%-30.2pp | 64.67%-33.7pp | 561.29%-530.4pp |
| Employer contribution / active EE | $2,436 | $5,313-54.1% | $4,672-47.9% | $4,660-47.7% |
| Participant deferral / active EE | $7,667 | $6,462+18.6% | $5,626+36.3% | $6,688+14.6% |
| Admin fee / account holder | $118 | $19,313-99.4% | $15,912-99.3% | $13,397-99.1% |