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 | $42,424 | $202,318-79.0% | $172,739-75.4% | $152,861-72.2% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.4%-19.9pp |
| Annual return | 28.04% | 1029.65%-1001.6pp | 802.84%-774.8pp | 345.32%-317.3pp |
| Employer contribution / active EE | $11,185 | $5,856+91.0% | $5,143+117.5% | $4,762+134.9% |
| Participant deferral / active EE | $5,435 | $5,948-8.6% | $5,198+4.6% | $5,850-7.1% |
| Admin fee / account holder | $26 | $17,109-99.8% | $13,954-99.8% | $11,596-99.8% |