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 6-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 | $75,089 | $202,432-62.9% | $169,368-55.7% | $139,434-46.1% |
| Participation rate | 35.7% | 81.1%-45.4pp | 77.1%-41.4pp | 80.3%-44.6pp |
| Annual return | 73.16% | 531.74%-458.6pp | 405.60%-332.4pp | 372.94%-299.8pp |
| Employer contribution / active EE | $7,043 | $4,692+50.1% | $4,013+75.5% | $4,751+48.2% |
| Participant deferral / active EE | $3,493 | $6,938-49.7% | $6,221-43.9% | $6,710-47.9% |
| Admin fee / account holder | $151 | $10,708-98.6% | $9,003-98.3% | $11,403-98.7% |