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 | $119,711 | $144,119-16.9% | $117,854+1.6% | $147,584-18.9% |
| Participation rate | 68.8% | 83.4%-14.7pp | 79.7%-10.9pp | 82.8%-14.1pp |
| Annual return | 17.41% | 531.15%-513.7pp | 335.08%-317.7pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,650 | $4,896-66.3% | $3,786-56.4% | $4,876-66.2% |
| Participant deferral / active EE | $4,236 | $5,316-20.3% | $4,482-5.5% | $5,439-22.1% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |