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 | $101,355 | $108,172-6.3% | $77,482+30.8% | $158,922-36.2% |
| Participation rate | 38.5% | 64.4%-26.0pp | 54.2%-15.7pp | 82.0%-43.5pp |
| Annual return | 694.92% | 31.67%+663.3pp | 54.79%+640.1pp | 302.83%+392.1pp |
| Employer contribution / active EE | $1,612 | $1,325+21.7% | $986+63.5% | $4,761-66.1% |
| Participant deferral / active EE | $2,239 | $2,456-8.8% | $1,861+20.3% | $5,982-62.6% |
| Admin fee / account holder | $93 | $3,708-97.5% | $2,858-96.7% | $11,246-99.2% |