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 | $159,952 | $165,335-3.3% | $149,696+6.9% | $158,922+0.6% |
| Participation rate | 68.8% | 84.6%-15.8pp | 82.5%-13.7pp | 82.0%-13.2pp |
| Annual return | 24.81% | 348.15%-323.3pp | 276.60%-251.8pp | 302.83%-278.0pp |
| Employer contribution / active EE | $2,551 | $5,103-50.0% | $4,644-45.1% | $4,761-46.4% |
| Participant deferral / active EE | $7,947 | $7,181+10.7% | $6,842+16.1% | $5,982+32.8% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |