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 | $221,882 | $226,064-1.8% | $182,532+21.6% | $152,861+45.2% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.4%-32.4pp |
| Annual return | 22.78% | 192.51%-169.7pp | 148.54%-125.8pp | 345.32%-322.5pp |
| Employer contribution / active EE | $9,459 | $4,978+90.0% | $4,076+132.0% | $4,762+98.6% |
| Participant deferral / active EE | $9,459 | $6,368+48.5% | $5,524+71.2% | $5,850+61.7% |
| Admin fee / account holder | $20 | $10,703-99.8% | $8,592-99.8% | $11,596-99.8% |