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 | $211,848 | $159,901+32.5% | $146,958+44.2% | $145,922+45.2% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.8pp |
| Annual return | 14.32% | 98.13%-83.8pp | 418.34%-404.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,080 | $5,286-60.7% | $4,933-57.8% | $4,660-55.4% |
| Participant deferral / active EE | $6,585 | $8,428-21.9% | $8,070-18.4% | $6,688-1.5% |
| Admin fee / account holder | $273 | $15,044-98.2% | $12,998-97.9% | $13,397-98.0% |