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 | $55,691 | $210,648-73.6% | $177,989-68.7% | $145,922-61.8% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 19.92% | 385.86%-365.9pp | 294.48%-274.6pp | 561.29%-541.4pp |
| Employer contribution / active EE | $6,458 | $4,565+41.5% | $3,949+63.5% | $4,660+38.6% |
| Participant deferral / active EE | $3,486 | $6,958-49.9% | $6,276-44.4% | $6,688-47.9% |
| Admin fee / account holder | $233 | $12,013-98.1% | $10,363-97.7% | $13,397-98.3% |