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 | $89,246 | $165,912-46.2% | $122,332-27.0% | $147,584-39.5% |
| Participation rate | 62.5% | 79.6%-17.1pp | 71.6%-9.1pp | 82.8%-20.3pp |
| Annual return | 23.78% | 34.55%-10.8pp | 30.27%-6.5pp | 578.55%-554.8pp |
| Employer contribution / active EE | $1,147 | $5,754-80.1% | $4,050-71.7% | $4,876-76.5% |
| Participant deferral / active EE | $6,586 | $4,005+64.4% | $3,287+100.4% | $5,439+21.1% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |