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 | $28,286 | $107,334-73.6% | $92,893-69.5% | $152,861-81.5% |
| Participation rate | 41.7% | 79.8%-38.1pp | 76.0%-34.3pp | 82.4%-40.8pp |
| Annual return | 36.91% | 145.58%-108.7pp | 109.41%-72.5pp | 345.32%-308.4pp |
| Employer contribution / active EE | $2,925 | $4,221-30.7% | $3,653-19.9% | $4,762-38.6% |
| Participant deferral / active EE | $5,349 | $4,845+10.4% | $4,236+26.3% | $5,850-8.6% |
| Admin fee / account holder | $100 | $7,079-98.6% | $5,794-98.3% | $11,596-99.1% |