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 | $152,549 | $183,592-16.9% | $155,567-1.9% | $145,959+4.5% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 11.61% | 61.24%-49.6pp | 64.74%-53.1pp | 561.95%-550.3pp |
| Employer contribution / active EE | $2,837 | $5,315-46.6% | $4,674-39.3% | $4,661-39.1% |
| Participant deferral / active EE | $4,220 | $6,464-34.7% | $5,628-25.0% | $6,689-36.9% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |