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 | $56,635 | $209,411-73.0% | $178,490-68.3% | $158,922-64.4% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 23.16% | 188.75%-165.6pp | 151.07%-127.9pp | 302.83%-279.7pp |
| Employer contribution / active EE | $12,046 | $5,706+111.1% | $5,011+140.4% | $4,761+153.0% |
| Participant deferral / active EE | $8,253 | $5,954+38.6% | $5,202+58.7% | $5,982+38.0% |
| Admin fee / account holder | $81 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |