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 | $149,406 | $111,754+33.7% | $103,333+44.6% | $145,922+2.4% |
| Participation rate | 64.3% | 77.9%-13.7pp | 74.5%-10.2pp | 80.3%-16.0pp |
| Annual return | 9.07% | 24.77%-15.7pp | 24.88%-15.8pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,796 | $4,212-33.6% | $3,868-27.7% | $4,660-40.0% |
| Participant deferral / active EE | $7,438 | $5,619+32.4% | $5,057+47.1% | $6,688+11.2% |
| Admin fee / account holder | $295 | $9,750-97.0% | $8,355-96.5% | $13,397-97.8% |