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 | $198,539 | $202,318-1.9% | $172,739+14.9% | $152,861+29.9% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 24.53% | 1029.65%-1005.1pp | 802.84%-778.3pp | 345.32%-320.8pp |
| Employer contribution / active EE | $2,566 | $5,856-56.2% | $5,143-50.1% | $4,762-46.1% |
| Participant deferral / active EE | $6,220 | $5,948+4.6% | $5,198+19.7% | $5,850+6.3% |
| Admin fee / account holder | $5 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |