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 | $76,703 | $169,161-54.7% | $129,295-40.7% | $145,959-47.4% |
| Participation rate | 57.1% | 76.5%-19.3pp | 69.6%-12.5pp | 80.3%-23.1pp |
| Annual return | 18.59% | 14348.07%-14329.5pp | 9429.28%-9410.7pp | 561.95%-543.4pp |
| Employer contribution / active EE | $472 | $5,543-91.5% | $4,157-88.6% | $4,661-89.9% |
| Participant deferral / active EE | $752 | $4,989-84.9% | $4,169-82.0% | $6,689-88.8% |
| Admin fee / account holder | $112 | $9,878-98.9% | $7,665-98.5% | $13,398-99.2% |