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 | $77,926 | $198,466-60.7% | $170,442-54.3% | $147,584-47.2% |
| Participation rate | 37.5% | 88.0%-50.5pp | 83.6%-46.1pp | 82.8%-45.3pp |
| Annual return | 16.12% | 257.29%-241.2pp | 205.93%-189.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,547 | $5,629-1.5% | $4,939+12.3% | $5,439+2.0% |
| Admin fee / account holder | $187 | $16,852-98.9% | $13,880-98.7% | $10,885-98.3% |