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 | $177,938 | $180,028-1.2% | $138,135+28.8% | $158,922+12.0% |
| Participation rate | 68.2% | 82.2%-14.1pp | 78.7%-10.5pp | 82.0%-13.8pp |
| Annual return | 20.81% | 21.68%-0.9pp | 20.51%+0.3pp | 302.83%-282.0pp |
| Employer contribution / active EE | $3,941 | $7,470-47.2% | $5,587-29.5% | $4,761-17.2% |
| Participant deferral / active EE | $5,619 | $7,717-27.2% | $6,431-12.6% | $5,982-6.1% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,246-100.0% |