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 | $90,411 | $175,202-48.4% | $149,673-39.6% | $139,434-35.2% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 19.39% | 166.71%-147.3pp | 134.42%-115.0pp | 372.94%-353.5pp |
| Employer contribution / active EE | $2,065 | $5,474-62.3% | $4,818-57.1% | $4,751-56.5% |
| Participant deferral / active EE | $7,516 | $6,519+15.3% | $5,680+32.3% | $6,710+12.0% |
| Admin fee / account holder | $212 | $16,150-98.7% | $13,210-98.4% | $11,403-98.1% |