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 | $167,533 | $183,963-8.9% | $162,163+3.3% | $152,861+9.6% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.6%-87.6pp | 82.4%-82.4pp |
| Annual return | 23.07% | 150.76%-127.7pp | 115.59%-92.5pp | 345.32%-322.3pp |
| Employer contribution / active EE | $7,598 | $6,371+19.3% | $5,614+35.3% | $4,762+59.5% |
| Participant deferral / active EE | $8,822 | $8,034+9.8% | $7,298+20.9% | $5,850+50.8% |
| Admin fee / account holder | $7 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |