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 | $157,215 | $52,279+200.7% | $89,391+75.9% | $79,858+96.9% |
| Participation rate | 24.0% | 57.5%-33.5pp | 68.0%-44.0pp | 69.6%-45.6pp |
| Annual return | 21.86% | 22.16%-0.3pp | 245.62%-223.8pp | 31.71%-9.9pp |
| Employer contribution / active EE | $2,331 | $1,572+48.3% | $2,586-9.8% | $2,471-5.7% |
| Participant deferral / active EE | $5,383 | $2,740+96.4% | $3,890+38.4% | $3,740+43.9% |
| Admin fee / account holder | $119 | $3,356-96.5% | $4,881-97.6% | $5,306-97.8% |