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 | $35,469 | $124,319-71.5% | $111,297-68.1% | $167,490-78.8% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | 12.44% | 37.44%-25.0pp | 54.65%-42.2pp | 478.56%-466.1pp |
| Employer contribution / active EE | $1,236 | $3,435-64.0% | $2,731-54.7% | $4,837-74.4% |
| Participant deferral / active EE | $5,610 | $5,180+8.3% | $4,487+25.0% | $6,341-11.5% |
| Admin fee / account holder | $10 | $10,618-99.9% | $7,964-99.9% | $12,309-99.9% |