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 8-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 | $65,422 | $112,096-41.6% | $95,952-31.8% | $158,922-58.8% |
| Participation rate | 26.3% | 79.0%-52.7pp | 77.1%-50.8pp | 82.0%-55.6pp |
| Annual return | 25.22% | 171.09%-145.9pp | 91.61%-66.4pp | 302.83%-277.6pp |
| Employer contribution / active EE | $1,307 | $3,198-59.1% | $2,541-48.5% | $4,761-72.5% |
| Participant deferral / active EE | $5,150 | $4,784+7.6% | $4,167+23.6% | $5,982-13.9% |
| Admin fee / account holder | $219 | $10,130-97.8% | $6,795-96.8% | $11,246-98.1% |