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 | $162,058 | $165,912-2.3% | $122,332+32.5% | $147,584+9.8% |
| Participation rate | 33.3% | 79.6%-46.2pp | 71.6%-38.3pp | 82.8%-49.5pp |
| Annual return | 22.33% | 34.55%-12.2pp | 30.27%-7.9pp | 578.55%-556.2pp |
| Employer contribution / active EE | $1,493 | $5,754-74.0% | $4,050-63.1% | $4,876-69.4% |
| Participant deferral / active EE | $2,533 | $4,005-36.8% | $3,287-22.9% | $5,439-53.4% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |