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 | $45,717 | $115,770-60.5% | $101,248-54.8% | $158,922-71.2% |
| Participation rate | 63.2% | 79.4%-16.2pp | 75.8%-12.6pp | 82.0%-18.8pp |
| Annual return | 13.38% | 56.14%-42.8pp | 46.47%-33.1pp | 302.83%-289.4pp |
| Employer contribution / active EE | $2,009 | $4,175-51.9% | $3,660-45.1% | $4,761-57.8% |
| Participant deferral / active EE | $5,715 | $4,957+15.3% | $4,370+30.8% | $5,982-4.5% |
| Admin fee / account holder | $86 | $7,245-98.8% | $5,945-98.6% | $11,246-99.2% |