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 | $31,661 | $202,318-84.4% | $172,739-81.7% | $152,861-79.3% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 26.52% | 1029.65%-1003.1pp | 802.84%-776.3pp | 345.32%-318.8pp |
| Employer contribution / active EE | $3,532 | $5,856-39.7% | $5,143-31.3% | $4,762-25.8% |
| Participant deferral / active EE | $4,912 | $5,948-17.4% | $5,198-5.5% | $5,850-16.0% |
| Admin fee / account holder | $15 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |