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 | $53,821 | $209,832-74.4% | $189,513-71.6% | $167,490-67.9% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 30.73% | 748.27%-717.5pp | 555.15%-524.4pp | 478.56%-447.8pp |
| Employer contribution / active EE | $1,637 | $6,914-76.3% | $6,162-73.4% | $4,837-66.2% |
| Participant deferral / active EE | $4,019 | $8,935-55.0% | $8,221-51.1% | $6,341-36.6% |
| Admin fee / account holder | $208 | $14,293-98.5% | $12,045-98.3% | $12,309-98.3% |