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 | $160,400 | $121,625+31.9% | $104,607+53.3% | $158,922+0.9% |
| Participation rate | 23.5% | 77.5%-54.0pp | 74.1%-50.6pp | 82.0%-58.4pp |
| Annual return | 20.83% | 465.26%-444.4pp | 340.46%-319.6pp | 302.83%-282.0pp |
| Employer contribution / active EE | $1,309 | $3,163-58.6% | $2,681-51.2% | $4,761-72.5% |
| Participant deferral / active EE | $4,926 | $4,177+17.9% | $3,740+31.7% | $5,982-17.6% |
| Admin fee / account holder | $114 | $7,787-98.5% | $6,473-98.2% | $11,246-99.0% |