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 | $130,237 | $133,922-2.8% | $116,228+12.1% | $142,382-8.5% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 26.55% | 147.76%-121.2pp | 90.06%-63.5pp | 217.08%-190.5pp |
| Employer contribution / active EE | $4,257 | $3,446+23.5% | $2,994+42.2% | $4,299-1.0% |
| Participant deferral / active EE | $3,153 | $5,672-44.4% | $4,953-36.3% | $6,507-51.5% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |