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 | $156,907 | $209,336-25.0% | $197,124-20.4% | $137,256+14.3% |
| Participation rate | 62.5% | 87.3%-24.8pp | 86.7%-24.2pp | 80.0%-17.5pp |
| Annual return | 20.85% | 48.09%-27.2pp | 44.34%-23.5pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,957 | $6,591-70.3% | $6,227-68.6% | $4,156-52.9% |
| Participant deferral / active EE | $6,913 | $9,614-28.1% | $9,135-24.3% | $6,407+7.9% |
| Admin fee / account holder | $295 | $17,308-98.3% | $16,298-98.2% | $12,270-97.6% |