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 | $40,124 | $198,466-79.8% | $170,442-76.5% | $147,584-72.8% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 20.69% | 257.29%-236.6pp | 205.93%-185.2pp | 578.55%-557.9pp |
| Employer contribution / active EE | $11,243 | $6,184+81.8% | $5,433+107.0% | $4,876+130.6% |
| Participant deferral / active EE | $7,200 | $5,629+27.9% | $4,939+45.8% | $5,439+32.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |