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 | $101,558 | $96,305+5.5% | $80,569+26.0% | $139,434-27.2% |
| Participation rate | 21.4% | 73.6%-52.2pp | 67.0%-45.6pp | 80.3%-58.9pp |
| Annual return | 14.40% | 1350.08%-1335.7pp | 935.43%-921.0pp | 372.94%-358.5pp |
| Employer contribution / active EE | $490 | $3,262-85.0% | $2,723-82.0% | $4,751-89.7% |
| Participant deferral / active EE | $6,429 | $5,232+22.9% | $4,447+44.5% | $6,710-4.2% |
| Admin fee / account holder | $2 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |