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 | $237,423 | $148,534+59.8% | $135,903+74.7% | $139,434+70.3% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 23.37% | 79.19%-55.8pp | 68.23%-44.9pp | 372.94%-349.6pp |
| Employer contribution / active EE | $1,385 | $5,243-73.6% | $4,856-71.5% | $4,751-70.9% |
| Participant deferral / active EE | $6,750 | $8,100-16.7% | $7,758-13.0% | $6,710+0.6% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |