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 | $138,609 | $112,881+22.8% | $90,951+52.4% | $158,922-12.8% |
| Participation rate | 45.5% | 74.7%-29.3pp | 69.0%-23.6pp | 82.0%-36.5pp |
| Annual return | 17.64% | 215.79%-198.1pp | 134.60%-117.0pp | 302.83%-285.2pp |
| Employer contribution / active EE | $1,717 | $2,893-40.7% | $2,122-19.1% | $4,761-63.9% |
| Participant deferral / active EE | $1,593 | $4,128-61.4% | $3,373-52.8% | $5,982-73.4% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |