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 | $163,967 | $176,812-7.3% | $146,665+11.8% | $167,490-2.1% |
| Participation rate | 68.4% | 83.6%-15.2pp | 80.1%-11.6pp | 82.1%-13.7pp |
| Annual return | 14.34% | 24.03%-9.7pp | 22.74%-8.4pp | 478.56%-464.2pp |
| Employer contribution / active EE | $2,194 | $5,160-57.5% | $4,136-47.0% | $4,837-54.6% |
| Participant deferral / active EE | $6,068 | $6,440-5.8% | $5,506+10.2% | $6,341-4.3% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |