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 | $57,976 | $197,591-70.7% | $177,821-67.4% | $158,922-63.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 22.12% | 58.76%-36.6pp | 48.32%-26.2pp | 302.83%-280.7pp |
| Employer contribution / active EE | $4,987 | $6,697-25.5% | $5,918-15.7% | $4,761+4.8% |
| Participant deferral / active EE | $8,132 | $8,405-3.2% | $7,714+5.4% | $5,982+35.9% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |