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 | $178,334 | $210,698-15.4% | $178,014+0.2% | $145,959+22.2% |
| Participation rate | 54.5% | 80.8%-26.2pp | 77.1%-22.5pp | 80.3%-25.7pp |
| Annual return | 11.14% | 386.27%-375.1pp | 294.80%-283.7pp | 561.95%-550.8pp |
| Employer contribution / active EE | $3,738 | $4,567-18.2% | $3,950-5.4% | $4,661-19.8% |
| Participant deferral / active EE | $6,095 | $6,958-12.4% | $6,276-2.9% | $6,689-8.9% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |