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 | $28,936 | $156,846-81.6% | $121,098-76.1% | $139,434-79.2% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 26.23% | 1474.56%-1448.3pp | 985.75%-959.5pp | 372.94%-346.7pp |
| Employer contribution / active EE | $1,425 | $5,536-74.3% | $4,164-65.8% | $4,751-70.0% |
| Participant deferral / active EE | $4,802 | $4,844-0.9% | $4,080+17.7% | $6,710-28.4% |
| Admin fee / account holder | $89 | $6,946-98.7% | $5,644-98.4% | $11,403-99.2% |