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 | $167,580 | $175,202-4.4% | $149,673+12.0% | $139,434+20.2% |
| Participation rate | 53.8% | 83.4%-29.5pp | 78.8%-24.9pp | 80.3%-26.5pp |
| Annual return | 18.26% | 166.71%-148.4pp | 134.42%-116.2pp | 372.94%-354.7pp |
| Employer contribution / active EE | $2,117 | $5,474-61.3% | $4,818-56.1% | $4,751-55.4% |
| Participant deferral / active EE | $6,540 | $6,519+0.3% | $5,680+15.1% | $6,710-2.5% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |