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 | $183,086 | $183,963-0.5% | $162,163+12.9% | $152,861+19.8% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.4%-32.4pp |
| Annual return | 29.14% | 150.76%-121.6pp | 115.59%-86.5pp | 345.32%-316.2pp |
| Employer contribution / active EE | $1,425 | $6,371-77.6% | $5,614-74.6% | $4,762-70.1% |
| Participant deferral / active EE | $8,518 | $8,034+6.0% | $7,298+16.7% | $5,850+45.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |