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 | $59,672 | $109,327-45.4% | $89,391-33.2% | $158,922-62.5% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 21.74% | 345.68%-323.9pp | 245.62%-223.9pp | 302.83%-281.1pp |
| Employer contribution / active EE | $2,313 | $3,170-27.0% | $2,586-10.5% | $4,761-51.4% |
| Participant deferral / active EE | $11,375 | $4,598+147.4% | $3,890+192.4% | $5,982+90.1% |
| Admin fee / account holder | $12 | $6,153-99.8% | $4,881-99.8% | $11,246-99.9% |