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 | $176,493 | $133,958+31.8% | $112,228+57.3% | $134,475+31.2% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | 0.39% | 47.11%-46.7pp | 27.45%-27.1pp | 417.96%-417.6pp |
| Employer contribution / active EE | $1,851 | $4,038-54.2% | $3,635-49.1% | $4,740-60.9% |
| Participant deferral / active EE | $12,411 | $5,291+134.6% | $4,728+162.5% | $6,400+93.9% |
| Admin fee / account holder | $20 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |