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 | $65,003 | $176,662-63.2% | $130,648-50.2% | $152,861-57.5% |
| Participation rate | 14.3% | 79.0%-64.7pp | 71.7%-57.5pp | 82.4%-68.2pp |
| Annual return | 24.79% | 2692.24%-2667.5pp | 1708.96%-1684.2pp | 345.32%-320.5pp |
| Employer contribution / active EE | $171 | $5,742-97.0% | $4,092-95.8% | $4,762-96.4% |
| Participant deferral / active EE | $1,321 | $4,361-69.7% | $3,603-63.3% | $5,850-77.4% |
| Admin fee / account holder | $120 | $7,133-98.3% | $5,464-97.8% | $11,596-99.0% |