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 | $161,594 | $217,402-25.7% | $185,823-13.0% | $167,490-3.5% |
| Participation rate | 14.3% | 86.0%-71.8pp | 81.7%-67.4pp | 82.1%-67.8pp |
| Annual return | 77.31% | 148.36%-71.1pp | 122.05%-44.7pp | 478.56%-401.2pp |
| Employer contribution / active EE | $2,036 | $5,873-65.3% | $5,167-60.6% | $4,837-57.9% |
| Participant deferral / active EE | $2,679 | $6,356-57.9% | $5,568-51.9% | $6,341-57.8% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |