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 | $154,497 | $106,584+45.0% | $101,326+52.5% | $142,382+8.5% |
| Participation rate | 53.8% | 82.7%-28.8pp | 81.5%-27.7pp | 80.1%-26.3pp |
| Annual return | 18.41% | 36.93%-18.5pp | 36.82%-18.4pp | 217.08%-198.7pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $8,600 | $8,297+3.7% | $7,994+7.6% | $6,507+32.2% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |