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 | $165,484 | $114,237+44.9% | $119,258+38.8% | $167,490-1.2% |
| Participation rate | 33.3% | 83.7%-50.4pp | 82.7%-49.4pp | 82.1%-48.8pp |
| Annual return | 19.97% | 29.87%-9.9pp | 30.69%-10.7pp | 478.56%-458.6pp |
| Employer contribution / active EE | $0 | $4,481-100.0% | $4,384-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,574 | $6,084-8.4% | $6,111-8.8% | $6,341-12.1% |
| Admin fee / account holder | $0 | $8,932-100.0% | $7,226-100.0% | $12,309-100.0% |