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 | $35,272 | $198,466-82.2% | $170,442-79.3% | $147,584-76.1% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 27.41% | 257.29%-229.9pp | 205.93%-178.5pp | 578.55%-551.1pp |
| Employer contribution / active EE | $1,471 | $6,184-76.2% | $5,433-72.9% | $4,876-69.8% |
| Participant deferral / active EE | $8,091 | $5,629+43.7% | $4,939+63.8% | $5,439+48.8% |
| Admin fee / account holder | $171 | $16,852-99.0% | $13,880-98.8% | $10,885-98.4% |