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 9-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 | $149,295 | $159,934-6.7% | $147,005+1.6% | $145,959+2.3% |
| Participation rate | 36.4% | 84.0%-47.6pp | 82.2%-45.8pp | 80.3%-43.9pp |
| Annual return | 11.63% | 98.24%-86.6pp | 418.76%-407.1pp | 561.95%-550.3pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $8,463 | $8,427+0.4% | $8,070+4.9% | $6,689+26.5% |
| Admin fee / account holder | $219 | $15,053-98.5% | $13,006-98.3% | $13,398-98.4% |