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 | $230,076 | $217,402+5.8% | $185,823+23.8% | $167,490+37.4% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 22.69% | 148.36%-125.7pp | 122.05%-99.4pp | 478.56%-455.9pp |
| Employer contribution / active EE | $6,087 | $5,873+3.6% | $5,167+17.8% | $4,837+25.8% |
| Participant deferral / active EE | $9,750 | $6,356+53.4% | $5,568+75.1% | $6,341+53.8% |
| Admin fee / account holder | $142 | $19,811-99.3% | $16,237-99.1% | $12,309-98.8% |