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 | $156,382 | $165,335-5.4% | $149,696+4.5% | $158,922-1.6% |
| Participation rate | 20.0% | 84.6%-64.6pp | 82.5%-62.5pp | 82.0%-62.0pp |
| Annual return | 12.34% | 348.15%-335.8pp | 276.60%-264.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,550 | $7,181-36.6% | $6,842-33.5% | $5,982-23.9% |
| Admin fee / account holder | $289 | $10,807-97.3% | $9,309-96.9% | $11,246-97.4% |