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 | $165,018 | $111,754+47.7% | $103,333+59.7% | $145,922+13.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 29.75% | 24.77%+5.0pp | 24.88%+4.9pp | 561.29%-531.5pp |
| Employer contribution / active EE | $1,800 | $4,212-57.3% | $3,868-53.5% | $4,660-61.4% |
| Participant deferral / active EE | $6,750 | $5,619+20.1% | $5,057+33.5% | $6,688+0.9% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |