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 | $45,650 | $198,466-77.0% | $170,442-73.2% | $147,584-69.1% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 21.32% | 257.29%-236.0pp | 205.93%-184.6pp | 578.55%-557.2pp |
| Employer contribution / active EE | $1,775 | $6,184-71.3% | $5,433-67.3% | $4,876-63.6% |
| Participant deferral / active EE | $5,549 | $5,629-1.4% | $4,939+12.3% | $5,439+2.0% |
| Admin fee / account holder | $247 | $16,852-98.5% | $13,880-98.2% | $10,885-97.7% |