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 | $71,706 | $157,256-54.4% | $141,162-49.2% | $152,861-53.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 30.76% | 64.32%-33.6pp | 71.39%-40.6pp | 345.32%-314.6pp |
| Employer contribution / active EE | $5,125 | $5,261-2.6% | $4,735+8.2% | $4,762+7.6% |
| Participant deferral / active EE | $15,125 | $7,109+112.8% | $6,709+125.4% | $5,850+158.5% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |