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 | $191,260 | $228,332-16.2% | $185,823+2.9% | $158,922+20.3% |
| Participation rate | 37.5% | 82.3%-44.8pp | 78.0%-40.5pp | 82.0%-44.5pp |
| Annual return | 23.47% | 40.80%-17.3pp | 35.95%-12.5pp | 302.83%-279.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $10,129 | $6,415+57.9% | $5,632+79.8% | $5,982+69.3% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |