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 | $63,615 | $171,865-63.0% | $149,718-57.5% | $147,584-56.9% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 25.03% | 2113.22%-2088.2pp | 1501.63%-1476.6pp | 578.55%-553.5pp |
| Employer contribution / active EE | $6,506 | $6,275+3.7% | $5,445+19.5% | $4,876+33.4% |
| Participant deferral / active EE | $11,583 | $7,271+59.3% | $6,569+76.3% | $5,439+113.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |