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 | $70,482 | $165,984-57.5% | $164,813-57.2% | $145,922-51.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 25.34% | 100.03%-74.7pp | 69.93%-44.6pp | 561.29%-535.9pp |
| Employer contribution / active EE | $5,389 | $5,273+2.2% | $4,341+24.2% | $4,660+15.7% |
| Participant deferral / active EE | $7,357 | $6,959+5.7% | $6,031+22.0% | $6,688+10.0% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |