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 | $84,223 | $111,814-24.7% | $103,374-18.5% | $145,959-42.3% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 9.10% | 24.77%-15.7pp | 24.89%-15.8pp | 561.95%-552.8pp |
| Employer contribution / active EE | $8,000 | $4,214+89.9% | $3,869+106.8% | $4,661+71.6% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $110 | $9,754-98.9% | $8,394-98.7% | $13,398-99.2% |