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 | $157,902 | $81,632+93.4% | $70,449+124.1% | $158,922-0.6% |
| Participation rate | 12.5% | 77.7%-65.2pp | 75.1%-62.6pp | 82.0%-69.5pp |
| Annual return | 25.58% | 208.40%-182.8pp | 109.03%-83.4pp | 302.83%-277.2pp |
| Employer contribution / active EE | $465 | $3,217-85.5% | $2,737-83.0% | $4,761-90.2% |
| Participant deferral / active EE | $2,438 | $4,554-46.5% | $3,709-34.3% | $5,982-59.3% |
| Admin fee / account holder | $60 | $6,193-99.0% | $3,845-98.4% | $11,246-99.5% |