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 | $92,433 | $112,729-18.0% | $98,716-6.4% | $137,256-32.7% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.3%-29.3pp | 80.0%-40.0pp |
| Annual return | 19.91% | 38.48%-18.6pp | 31.81%-11.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,006 | $2,725-63.1% | $2,279-55.9% | $4,156-75.8% |
| Participant deferral / active EE | $2,646 | $4,640-43.0% | $4,048-34.6% | $6,407-58.7% |
| Admin fee / account holder | $20 | $10,129-99.8% | $8,703-99.8% | $12,270-99.8% |