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 | $53,295 | $209,411-74.5% | $178,490-70.1% | $158,922-66.5% |
| Participation rate | 63.6% | 86.3%-22.7pp | 81.9%-18.3pp | 82.0%-18.3pp |
| Annual return | 21.04% | 188.75%-167.7pp | 151.07%-130.0pp | 302.83%-281.8pp |
| Employer contribution / active EE | $6,477 | $5,706+13.5% | $5,011+29.3% | $4,761+36.0% |
| Participant deferral / active EE | $3,336 | $5,954-44.0% | $5,202-35.9% | $5,982-44.2% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |