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 | $39,485 | $198,466-80.1% | $170,442-76.8% | $147,584-73.2% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 22.84% | 257.29%-234.5pp | 205.93%-183.1pp | 578.55%-555.7pp |
| Employer contribution / active EE | $2,485 | $6,184-59.8% | $5,433-54.3% | $4,876-49.0% |
| Participant deferral / active EE | $7,035 | $5,629+25.0% | $4,939+42.4% | $5,439+29.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |