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 | $168,716 | $214,378-21.3% | $200,582-15.9% | $142,382+18.5% |
| Participation rate | 63.2% | 87.4%-24.3pp | 86.9%-23.7pp | 80.1%-17.0pp |
| Annual return | 17.57% | 46.41%-28.8pp | 42.33%-24.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,720 | $6,841-45.6% | $6,419-42.0% | $4,299-13.5% |
| Participant deferral / active EE | $11,137 | $9,865+12.9% | $9,331+19.4% | $6,507+71.2% |
| Admin fee / account holder | $173 | $17,692-99.0% | $16,305-98.9% | $12,624-98.6% |