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 | $46,410 | $198,466-76.6% | $170,442-72.8% | $147,584-68.6% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 72.53% | 257.29%-184.8pp | 205.93%-133.4pp | 578.55%-506.0pp |
| Employer contribution / active EE | $1,477 | $6,184-76.1% | $5,433-72.8% | $4,876-69.7% |
| Participant deferral / active EE | $5,256 | $5,629-6.6% | $4,939+6.4% | $5,439-3.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |