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 | $103,886 | $209,832-50.5% | $189,513-45.2% | $167,490-38.0% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 21.36% | 748.27%-726.9pp | 555.15%-533.8pp | 478.56%-457.2pp |
| Employer contribution / active EE | $3,930 | $6,914-43.2% | $6,162-36.2% | $4,837-18.8% |
| Participant deferral / active EE | $6,939 | $8,935-22.3% | $8,221-15.6% | $6,341+9.4% |
| Admin fee / account holder | $65 | $14,293-99.5% | $12,045-99.5% | $12,309-99.5% |