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 | $115,384 | $198,466-41.9% | $170,442-32.3% | $147,584-21.8% |
| Participation rate | 46.2% | 88.0%-41.8pp | 83.6%-37.4pp | 82.8%-36.7pp |
| Annual return | 20.82% | 257.29%-236.5pp | 205.93%-185.1pp | 578.55%-557.7pp |
| Employer contribution / active EE | $1,624 | $6,184-73.7% | $5,433-70.1% | $4,876-66.7% |
| Participant deferral / active EE | $5,202 | $5,629-7.6% | $4,939+5.3% | $5,439-4.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |