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 | $137,993 | $159,602-13.5% | $150,045-8.0% | $142,382-3.1% |
| Participation rate | 68.8% | 84.0%-15.2pp | 82.3%-13.6pp | 80.1%-11.4pp |
| Annual return | 20.11% | 70.24%-50.1pp | 62.55%-42.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,774 | $4,961-64.2% | $4,693-62.2% | $4,299-58.7% |
| Participant deferral / active EE | $8,378 | $8,310+0.8% | $7,997+4.8% | $6,507+28.7% |
| Admin fee / account holder | $15 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |