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 | $133,170 | $150,440-11.5% | $136,294-2.3% | $147,584-9.8% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 18.62% | 1049.08%-1030.5pp | 5155.94%-5137.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,611 | $5,256-69.3% | $4,695-65.7% | $4,876-67.0% |
| Participant deferral / active EE | $5,185 | $6,630-21.8% | $6,247-17.0% | $5,439-4.7% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |