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 | $132,257 | $72,277+83.0% | $101,248+30.6% | $79,858+65.6% |
| Participation rate | 63.0% | 68.5%-5.5pp | 75.8%-12.8pp | 69.6%-6.7pp |
| Annual return | 30.57% | 22.30%+8.3pp | 46.47%-15.9pp | 31.71%-1.1pp |
| Employer contribution / active EE | $8,766 | $2,692+225.7% | $3,660+139.5% | $2,471+254.8% |
| Participant deferral / active EE | $7,101 | $3,282+116.4% | $4,370+62.5% | $3,740+89.9% |
| Admin fee / account holder | $33 | $4,400-99.2% | $5,945-99.4% | $5,306-99.4% |