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 | $140,232 | $157,256-10.8% | $141,162-0.7% | $152,861-8.3% |
| Participation rate | 52.9% | 84.8%-31.9pp | 82.5%-29.5pp | 82.4%-29.5pp |
| Annual return | 24.35% | 64.32%-40.0pp | 71.39%-47.0pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,471 | $5,261-72.0% | $4,735-68.9% | $4,762-69.1% |
| Participant deferral / active EE | $4,301 | $7,109-39.5% | $6,709-35.9% | $5,850-26.5% |
| Admin fee / account holder | $1 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |