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 | $213,642 | $176,812+20.8% | $146,665+45.7% | $167,490+27.6% |
| Participation rate | 42.9% | 83.6%-40.8pp | 80.1%-37.2pp | 82.1%-39.2pp |
| Annual return | 15.97% | 24.03%-8.1pp | 22.74%-6.8pp | 478.56%-462.6pp |
| Employer contribution / active EE | $1,248 | $5,160-75.8% | $4,136-69.8% | $4,837-74.2% |
| Participant deferral / active EE | $4,794 | $6,440-25.6% | $5,506-12.9% | $6,341-24.4% |
| Admin fee / account holder | $29 | $13,259-99.8% | $10,280-99.7% | $12,309-99.8% |