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 10-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 | $219,914 | $198,466+10.8% | $170,442+29.0% | $147,584+49.0% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 14.94% | 257.29%-242.4pp | 205.93%-191.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,478 | $6,184-76.1% | $5,433-72.8% | $4,876-69.7% |
| Participant deferral / active EE | $4,299 | $5,629-23.6% | $4,939-13.0% | $5,439-21.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |