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 | $115,567 | $171,865-32.8% | $149,718-22.8% | $147,584-21.7% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 26.00% | 2113.22%-2087.2pp | 1501.63%-1475.6pp | 578.55%-552.5pp |
| Employer contribution / active EE | $1,438 | $6,275-77.1% | $5,445-73.6% | $4,876-70.5% |
| Participant deferral / active EE | $7,536 | $7,271+3.7% | $6,569+14.7% | $5,439+38.6% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |