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 | $45,376 | $197,591-77.0% | $177,821-74.5% | $158,922-71.4% |
| Participation rate | 16.7% | 88.5%-71.9pp | 87.7%-71.1pp | 82.0%-65.3pp |
| Annual return | 10.55% | 58.76%-48.2pp | 48.32%-37.8pp | 302.83%-292.3pp |
| Employer contribution / active EE | $6,702 | $6,697+0.1% | $5,918+13.2% | $4,761+40.8% |
| Participant deferral / active EE | $15,312 | $8,405+82.2% | $7,714+98.5% | $5,982+156.0% |
| Admin fee / account holder | $261 | $15,399-98.3% | $12,427-97.9% | $11,246-97.7% |