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 | $69,337 | $150,440-53.9% | $136,294-49.1% | $147,584-53.0% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 19.93% | 1049.08%-1029.2pp | 5155.94%-5136.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $1,203 | $5,256-77.1% | $4,695-74.4% | $4,876-75.3% |
| Participant deferral / active EE | $6,528 | $6,630-1.6% | $6,247+4.5% | $5,439+20.0% |
| Admin fee / account holder | $289 | $10,905-97.3% | $9,243-96.9% | $10,885-97.3% |