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 | $67,870 | $112,096-39.5% | $95,952-29.3% | $158,922-57.3% |
| Participation rate | 57.1% | 79.0%-21.8pp | 77.1%-19.9pp | 82.0%-24.8pp |
| Annual return | 26.83% | 171.09%-144.3pp | 91.61%-64.8pp | 302.83%-276.0pp |
| Employer contribution / active EE | $2,113 | $3,198-33.9% | $2,541-16.8% | $4,761-55.6% |
| Participant deferral / active EE | $5,202 | $4,784+8.7% | $4,167+24.8% | $5,982-13.0% |
| Admin fee / account holder | $40 | $10,130-99.6% | $6,795-99.4% | $11,246-99.6% |