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 | $45,046 | $107,334-58.0% | $92,893-51.5% | $152,861-70.5% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.4%-26.9pp |
| Annual return | 26.69% | 145.58%-118.9pp | 109.41%-82.7pp | 345.32%-318.6pp |
| Employer contribution / active EE | $2,712 | $4,221-35.8% | $3,653-25.8% | $4,762-43.1% |
| Participant deferral / active EE | $5,826 | $4,845+20.3% | $4,236+37.5% | $5,850-0.4% |
| Admin fee / account holder | $17 | $7,079-99.8% | $5,794-99.7% | $11,596-99.9% |