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 | $87,725 | $169,032-48.1% | $129,207-32.1% | $145,922-39.9% |
| Participation rate | 62.5% | 76.4%-13.9pp | 69.6%-7.1pp | 80.3%-17.8pp |
| Annual return | 18.85% | 14330.11%-14311.3pp | 9417.33%-9398.5pp | 561.29%-542.4pp |
| Employer contribution / active EE | $2,586 | $5,537-53.3% | $4,153-37.7% | $4,660-44.5% |
| Participant deferral / active EE | $5,781 | $4,987+15.9% | $4,168+38.7% | $6,688-13.6% |
| Admin fee / account holder | $27 | $9,954-99.7% | $7,715-99.7% | $13,397-99.8% |