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 | $86,472 | $77,899+11.0% | $149,673-42.2% | $75,163+15.0% |
| Participation rate | 27.6% | 65.6%-38.0pp | 78.8%-51.2pp | 67.2%-39.6pp |
| Annual return | 20.44% | 31.72%-11.3pp | 134.42%-114.0pp | 160.62%-140.2pp |
| Employer contribution / active EE | $5,842 | $3,137+86.2% | $4,818+21.3% | $2,670+118.8% |
| Participant deferral / active EE | $4,728 | $3,411+38.6% | $5,680-16.8% | $4,125+14.6% |
| Admin fee / account holder | $243 | $5,956-95.9% | $13,210-98.2% | $5,651-95.7% |