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 | $105,325 | $117,983-10.7% | $101,794+3.5% | $142,382-26.0% |
| Participation rate | 36.4% | 74.2%-37.9pp | 69.2%-32.8pp | 80.1%-43.8pp |
| Annual return | 13.22% | 36.92%-23.7pp | 30.53%-17.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $918 | $2,773-66.9% | $2,289-59.9% | $4,299-78.6% |
| Participant deferral / active EE | $4,764 | $4,714+1.1% | $4,084+16.6% | $6,507-26.8% |
| Admin fee / account holder | $26 | $10,433-99.7% | $8,777-99.7% | $12,624-99.8% |