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 | $128,236 | $102,317+25.3% | $146,958-12.7% | $80,856+58.6% |
| Participation rate | 66.7% | 75.8%-9.2pp | 82.2%-15.5pp | 67.6%-1.0pp |
| Annual return | 13.34% | 134.76%-121.4pp | 418.34%-405.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,633 | $3,713-29.1% | $4,933-46.6% | $2,755-4.4% |
| Participant deferral / active EE | $5,514 | $6,644-17.0% | $8,070-31.7% | $4,296+28.4% |
| Admin fee / account holder | $55 | $7,941-99.3% | $12,998-99.6% | $6,918-99.2% |