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 | $163,298 | $171,865-5.0% | $149,718+9.1% | $147,584+10.6% |
| Participation rate | 64.7% | 88.2%-23.5pp | 87.1%-22.4pp | 82.8%-18.1pp |
| Annual return | 12.03% | 2113.22%-2101.2pp | 1501.63%-1489.6pp | 578.55%-566.5pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,129 | $7,271-43.2% | $6,569-37.2% | $5,439-24.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |