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 | $120,081 | $107,334+11.9% | $92,893+29.3% | $152,861-21.4% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.4%-49.1pp |
| Annual return | 26.98% | 145.58%-118.6pp | 109.41%-82.4pp | 345.32%-318.3pp |
| Employer contribution / active EE | $1,503 | $4,221-64.4% | $3,653-58.8% | $4,762-68.4% |
| Participant deferral / active EE | $8,333 | $4,845+72.0% | $4,236+96.7% | $5,850+42.4% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |