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 | $74,780 | $159,934-53.2% | $147,005-49.1% | $145,959-48.8% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 18.46% | 98.24%-79.8pp | 418.76%-400.3pp | 561.95%-543.5pp |
| Employer contribution / active EE | $1,755 | $5,287-66.8% | $4,934-64.4% | $4,661-62.3% |
| Participant deferral / active EE | $5,816 | $8,427-31.0% | $8,070-27.9% | $6,689-13.0% |
| Admin fee / account holder | $51 | $15,053-99.7% | $13,006-99.6% | $13,398-99.6% |