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 8-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 | $50,440 | $226,064-77.7% | $182,532-72.4% | $152,861-67.0% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 22.68% | 192.51%-169.8pp | 148.54%-125.9pp | 345.32%-322.6pp |
| Employer contribution / active EE | $5,008 | $4,978+0.6% | $4,076+22.9% | $4,762+5.2% |
| Participant deferral / active EE | $11,133 | $6,368+74.8% | $5,524+101.5% | $5,850+90.3% |
| Admin fee / account holder | $167 | $10,703-98.4% | $8,592-98.1% | $11,596-98.6% |