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 | $124,468 | $148,534-16.2% | $135,903-8.4% | $139,434-10.7% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 14.11% | 79.19%-65.1pp | 68.23%-54.1pp | 372.94%-358.8pp |
| Employer contribution / active EE | $3,065 | $5,243-41.5% | $4,856-36.9% | $4,751-35.5% |
| Participant deferral / active EE | $9,309 | $8,100+14.9% | $7,758+20.0% | $6,710+38.7% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |