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 7-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 | $201,263 | $179,726+12.0% | $156,263+28.8% | $142,382+41.4% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.9%-38.9pp | 80.1%-40.1pp |
| Annual return | 14.74% | 77.86%-63.1pp | 59.47%-44.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $4,073 | $5,069-19.7% | $4,333-6.0% | $4,299-5.3% |
| Participant deferral / active EE | $5,800 | $6,956-16.6% | $6,158-5.8% | $6,507-10.9% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |