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 | $22,070 | $99,341-77.8% | $84,750-74.0% | $273,961-91.9% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.6%-76.6pp | 83.0%-83.0pp |
| Annual return | 22.44% | 22.93%-0.5pp | 22.78%-0.3pp | 41.45%-19.0pp |
| Employer contribution / active EE | $4,361 | $4,214+3.5% | $3,574+22.0% | $4,869-10.4% |
| Participant deferral / active EE | $9,963 | $4,269+133.4% | $3,712+168.4% | $5,287+88.4% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |