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 | $85,043 | $81,625+4.2% | $58,482+45.4% | $139,434-39.0% |
| Participation rate | 23.5% | 61.3%-37.8pp | 50.9%-27.3pp | 80.3%-56.8pp |
| Annual return | 20.08% | 7404.20%-7384.1pp | 4239.32%-4219.2pp | 372.94%-352.9pp |
| Employer contribution / active EE | $249 | $1,398-82.2% | $1,053-76.3% | $4,751-94.8% |
| Participant deferral / active EE | $2,282 | $2,557-10.7% | $1,924+18.6% | $6,710-66.0% |
| Admin fee / account holder | $190 | $3,265-94.2% | $2,516-92.4% | $11,403-98.3% |