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 | $179,211 | $127,386+40.7% | $115,037+55.8% | $125,391+42.9% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | 8.35% | 31.28%-22.9pp | 26.14%-17.8pp | 282.22%-273.9pp |
| Employer contribution / active EE | $1,089 | $5,166-78.9% | $4,608-76.4% | $4,866-77.6% |
| Participant deferral / active EE | $2,272 | $6,423-64.6% | $6,026-62.3% | $5,352-57.6% |
| Admin fee / account holder | $138 | $9,516-98.5% | $8,175-98.3% | $9,540-98.6% |