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 | $77,038 | $88,751-13.2% | $81,812-5.8% | $145,922-47.2% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 13.00% | 1025.40%-1012.4pp | 773.79%-760.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,388 | $3,083-22.5% | $2,912-18.0% | $4,660-48.7% |
| Participant deferral / active EE | $5,808 | $4,643+25.1% | $4,319+34.5% | $6,688-13.2% |
| Admin fee / account holder | $5 | $8,415-99.9% | $7,386-99.9% | $13,397-100.0% |