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 | $33,458 | $202,318-83.5% | $172,739-80.6% | $152,861-78.1% |
| Participation rate | 54.5% | 87.1%-32.5pp | 82.6%-28.1pp | 82.4%-27.9pp |
| Annual return | 24.83% | 1029.65%-1004.8pp | 802.84%-778.0pp | 345.32%-320.5pp |
| Employer contribution / active EE | $1,278 | $5,856-78.2% | $5,143-75.2% | $4,762-73.2% |
| Participant deferral / active EE | $5,614 | $5,948-5.6% | $5,198+8.0% | $5,850-4.0% |
| Admin fee / account holder | $281 | $17,109-98.4% | $13,954-98.0% | $11,596-97.6% |