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 | $46,806 | $198,466-76.4% | $170,442-72.5% | $147,584-68.3% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 21.03% | 257.29%-236.3pp | 205.93%-184.9pp | 578.55%-557.5pp |
| Employer contribution / active EE | $13,215 | $6,184+113.7% | $5,433+143.3% | $4,876+171.0% |
| Participant deferral / active EE | $6,540 | $5,629+16.2% | $4,939+32.4% | $5,439+20.2% |
| Admin fee / account holder | $244 | $16,852-98.6% | $13,880-98.2% | $10,885-97.8% |