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 | $95,796 | $171,865-44.3% | $149,718-36.0% | $147,584-35.1% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 0.00% | 2113.22%-2113.2pp | 1501.63%-1501.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $4,325 | $6,275-31.1% | $5,445-20.6% | $4,876-11.3% |
| Participant deferral / active EE | $8,400 | $7,271+15.5% | $6,569+27.9% | $5,439+54.4% |
| Admin fee / account holder | $266 | $13,799-98.1% | $11,283-97.6% | $10,885-97.6% |