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 8-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 | $174,299 | $61,789+182.1% | $97,167+79.4% | $80,874+115.5% |
| Participation rate | 52.0% | 63.5%-11.5pp | 72.7%-20.7pp | 67.6%-15.6pp |
| Annual return | 42.75% | -557.90%+600.7pp | 75.27%-32.5pp | 35.62%+7.1pp |
| Employer contribution / active EE | $2,979 | $1,837+62.2% | $2,729+9.2% | $2,756+8.1% |
| Participant deferral / active EE | $5,251 | $3,028+73.4% | $4,264+23.2% | $4,297+22.2% |
| Admin fee / account holder | $108 | $5,168-97.9% | $5,650-98.1% | $6,935-98.4% |