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 | $93,743 | $150,440-37.7% | $136,294-31.2% | $147,584-36.5% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 17.25% | 1049.08%-1031.8pp | 5155.94%-5138.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,045 | $5,256-80.1% | $4,695-77.7% | $4,876-78.6% |
| Participant deferral / active EE | $3,515 | $6,630-47.0% | $6,247-43.7% | $5,439-35.4% |
| Admin fee / account holder | $256 | $10,905-97.7% | $9,243-97.2% | $10,885-97.6% |