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 | $132,913 | $108,172+22.9% | $77,482+71.5% | $158,922-16.4% |
| Participation rate | 45.5% | 64.4%-19.0pp | 54.2%-8.7pp | 82.0%-36.5pp |
| Annual return | 34.29% | 31.67%+2.6pp | 54.79%-20.5pp | 302.83%-268.5pp |
| Employer contribution / active EE | $762 | $1,325-42.5% | $986-22.8% | $4,761-84.0% |
| Participant deferral / active EE | $1,340 | $2,456-45.5% | $1,861-28.0% | $5,982-77.6% |
| Admin fee / account holder | $133 | $3,708-96.4% | $2,858-95.4% | $11,246-98.8% |