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 | $115,993 | $91,190+27.2% | $178,490-35.0% | $79,858+45.2% |
| Participation rate | 52.3% | 69.2%-16.9pp | 81.9%-29.6pp | 69.6%-17.3pp |
| Annual return | 24.81% | 24.19%+0.6pp | 151.07%-126.3pp | 31.71%-6.9pp |
| Employer contribution / active EE | $3,526 | $3,256+8.3% | $5,011-29.6% | $2,471+42.7% |
| Participant deferral / active EE | $8,394 | $3,236+159.4% | $5,202+61.4% | $3,740+124.4% |
| Admin fee / account holder | $25 | $6,751-99.6% | $13,984-99.8% | $5,306-99.5% |