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 | $60,454 | $112,881-46.4% | $90,951-33.5% | $158,922-62.0% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 19.09% | 215.79%-196.7pp | 134.60%-115.5pp | 302.83%-283.7pp |
| Employer contribution / active EE | $2,229 | $2,893-22.9% | $2,122+5.1% | $4,761-53.2% |
| Participant deferral / active EE | $5,826 | $4,128+41.1% | $3,373+72.7% | $5,982-2.6% |
| Admin fee / account holder | $20 | $8,041-99.7% | $5,959-99.7% | $11,246-99.8% |