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 | $107,991 | $209,411-48.4% | $178,490-39.5% | $158,922-32.0% |
| Participation rate | 30.0% | 86.3%-56.3pp | 81.9%-51.9pp | 82.0%-52.0pp |
| Annual return | 22.53% | 188.75%-166.2pp | 151.07%-128.5pp | 302.83%-280.3pp |
| Employer contribution / active EE | $2,365 | $5,706-58.6% | $5,011-52.8% | $4,761-50.3% |
| Participant deferral / active EE | $3,758 | $5,954-36.9% | $5,202-27.8% | $5,982-37.2% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |