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 | $129,258 | $148,534-13.0% | $135,903-4.9% | $139,434-7.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 19.95% | 79.19%-59.2pp | 68.23%-48.3pp | 372.94%-353.0pp |
| Employer contribution / active EE | $2,404 | $5,243-54.1% | $4,856-50.5% | $4,751-49.4% |
| Participant deferral / active EE | $8,114 | $8,100+0.2% | $7,758+4.6% | $6,710+20.9% |
| Admin fee / account holder | $290 | $12,400-97.7% | $10,762-97.3% | $11,403-97.5% |