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 | $85,268 | $226,064-62.3% | $182,532-53.3% | $152,861-44.2% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 18.15% | 192.51%-174.4pp | 148.54%-130.4pp | 345.32%-327.2pp |
| Employer contribution / active EE | $8,151 | $4,978+63.7% | $4,076+100.0% | $4,762+71.2% |
| Participant deferral / active EE | $5,333 | $6,368-16.2% | $5,524-3.5% | $5,850-8.8% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |