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 | $119,395 | $88,751+34.5% | $81,812+45.9% | $145,922-18.2% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 18.07% | 1025.40%-1007.3pp | 773.79%-755.7pp | 561.29%-543.2pp |
| Employer contribution / active EE | $2,275 | $3,083-26.2% | $2,912-21.9% | $4,660-51.2% |
| Participant deferral / active EE | $4,911 | $4,643+5.8% | $4,319+13.7% | $6,688-26.6% |
| Admin fee / account holder | $54 | $8,415-99.4% | $7,386-99.3% | $13,397-99.6% |