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 7-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 | $93,507 | $114,047-18.0% | $96,139-2.7% | $167,490-44.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 16.45% | 189.88%-173.4pp | 191.94%-175.5pp | 478.56%-462.1pp |
| Employer contribution / active EE | $3,530 | $3,427+3.0% | $2,797+26.2% | $4,837-27.0% |
| Participant deferral / active EE | $9,500 | $5,194+82.9% | $4,349+118.5% | $6,341+49.8% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |