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 8-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 | $99,220 | $159,901-37.9% | $146,958-32.5% | $145,922-32.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.06% | 98.13%-87.1pp | 418.34%-407.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $3,598 | $5,286-31.9% | $4,933-27.1% | $4,660-22.8% |
| Participant deferral / active EE | $8,737 | $8,428+3.7% | $8,070+8.3% | $6,688+30.6% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |