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 7-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 | $74,109 | $52,279+41.8% | $89,391-17.1% | $79,858-7.2% |
| Participation rate | 6.7% | 57.5%-50.9pp | 68.0%-61.3pp | 69.6%-63.0pp |
| Annual return | 29.75% | 22.16%+7.6pp | 245.62%-215.9pp | 31.71%-2.0pp |
| Employer contribution / active EE | $549 | $1,572-65.1% | $2,586-78.8% | $2,471-77.8% |
| Participant deferral / active EE | $1,733 | $2,740-36.7% | $3,890-55.4% | $3,740-53.7% |
| Admin fee / account holder | $103 | $3,356-96.9% | $4,881-97.9% | $5,306-98.1% |