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 | $133,160 | $232,540-42.7% | $185,117-28.1% | $147,584-9.8% |
| Participation rate | 22.2% | 82.4%-60.1pp | 77.3%-55.0pp | 82.8%-60.6pp |
| Annual return | 19.49% | 43.03%-23.5pp | 40.50%-21.0pp | 578.55%-559.1pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $920 | $5,834-84.2% | $5,045-81.8% | $5,439-83.1% |
| Admin fee / account holder | $183 | $10,275-98.2% | $8,159-97.8% | $10,885-98.3% |