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 | $214,378-26.8% | $200,582-21.8% | $142,382+10.2% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.9%-24.4pp | 80.1%-17.6pp |
| Annual return | 20.85% | 46.41%-25.6pp | 42.33%-21.5pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,957 | $6,841-71.4% | $6,419-69.5% | $4,299-54.5% |
| Participant deferral / active EE | $6,913 | $9,865-29.9% | $9,331-25.9% | $6,507+6.2% |
| Admin fee / account holder | $295 | $17,692-98.3% | $16,305-98.2% | $12,624-97.7% |