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 | $200,156 | $209,832-4.6% | $189,513+5.6% | $167,490+19.5% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 16.42% | 748.27%-731.9pp | 555.15%-538.7pp | 478.56%-462.1pp |
| Employer contribution / active EE | $3,970 | $6,914-42.6% | $6,162-35.6% | $4,837-17.9% |
| Participant deferral / active EE | $5,660 | $8,935-36.7% | $8,221-31.2% | $6,341-10.7% |
| Admin fee / account holder | $25 | $14,293-99.8% | $12,045-99.8% | $12,309-99.8% |