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 | $79,609 | $209,411-62.0% | $178,490-55.4% | $158,922-49.9% |
| Participation rate | 0.0% | 86.3%-86.3pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | 13.74% | 188.75%-175.0pp | 151.07%-137.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,878 | $5,706-67.1% | $5,011-62.5% | $4,761-60.6% |
| Participant deferral / active EE | $5,250 | $5,954-11.8% | $5,202+0.9% | $5,982-12.2% |
| Admin fee / account holder | $236 | $17,074-98.6% | $13,984-98.3% | $11,246-97.9% |