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 | $106,855 | $105,998+0.8% | $92,233+15.9% | $147,584-27.6% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 11.59% | 50.05%-38.5pp | 176.28%-164.7pp | 578.55%-567.0pp |
| Employer contribution / active EE | $1,237 | $4,333-71.4% | $3,679-66.4% | $4,876-74.6% |
| Participant deferral / active EE | $5,083 | $4,478+13.5% | $3,897+30.5% | $5,439-6.5% |
| Admin fee / account holder | $75 | $6,332-98.8% | $5,194-98.6% | $10,885-99.3% |