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 | $199,677 | $97,044+105.8% | $83,333+139.6% | $135,375+47.5% |
| Participation rate | 0.0% | 80.4%-80.4pp | 77.8%-77.8pp | 82.6%-82.6pp |
| Annual return | 0.77% | 12.31%-11.5pp | 10.63%-9.9pp | 519.73%-519.0pp |
| Employer contribution / active EE | $5,893 | $4,143+42.2% | $3,379+74.4% | $4,779+23.3% |
| Participant deferral / active EE | $5,071 | $5,964-15.0% | $5,565-8.9% | $5,609-9.6% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |