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 | $223,357 | $183,519+21.7% | $155,509+43.6% | $145,922+53.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 18.39% | 61.17%-42.8pp | 64.67%-46.3pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,776 | $5,313-66.6% | $4,672-62.0% | $4,660-61.9% |
| Participant deferral / active EE | $5,665 | $6,462-12.3% | $5,626+0.7% | $6,688-15.3% |
| Admin fee / account holder | $16 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |