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 7-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 | $115,016 | $118,849-3.2% | $96,562+19.1% | $167,490-31.3% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.1pp | 82.1%-15.4pp |
| Annual return | 16.08% | 50.49%-34.4pp | 37.78%-21.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $929 | $3,120-70.2% | $2,356-60.6% | $4,837-80.8% |
| Participant deferral / active EE | $12,005 | $4,616+160.1% | $3,849+211.9% | $6,341+89.3% |
| Admin fee / account holder | $300 | $8,065-96.3% | $6,181-95.1% | $12,309-97.6% |