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 | $64,440 | $202,318-68.1% | $172,739-62.7% | $152,861-57.8% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.4%-19.9pp |
| Annual return | 31.82% | 1029.65%-997.8pp | 802.84%-771.0pp | 345.32%-313.5pp |
| Employer contribution / active EE | $5,016 | $5,856-14.3% | $5,143-2.5% | $4,762+5.3% |
| Participant deferral / active EE | $6,308 | $5,948+6.1% | $5,198+21.4% | $5,850+7.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |