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 | $45,765 | $202,318-77.4% | $172,739-73.5% | $152,861-70.1% |
| Participation rate | 63.6% | 87.1%-23.4pp | 82.6%-19.0pp | 82.4%-18.8pp |
| Annual return | 26.02% | 1029.65%-1003.6pp | 802.84%-776.8pp | 345.32%-319.3pp |
| Employer contribution / active EE | $1,707 | $5,856-70.9% | $5,143-66.8% | $4,762-64.2% |
| Participant deferral / active EE | $5,293 | $5,948-11.0% | $5,198+1.8% | $5,850-9.5% |
| Admin fee / account holder | $277 | $17,109-98.4% | $13,954-98.0% | $11,596-97.6% |