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 | $40,033 | $180,449-77.8% | $154,107-74.0% | $135,375-70.4% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | 88.47% | 888.09%-799.6pp | 735.12%-646.6pp | 519.73%-431.3pp |
| Employer contribution / active EE | $1,434 | $6,035-76.2% | $5,298-72.9% | $4,779-70.0% |
| Participant deferral / active EE | $5,380 | $5,806-7.3% | $5,081+5.9% | $5,609-4.1% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |