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 | $56,111 | $171,865-67.4% | $149,718-62.5% | $147,584-62.0% |
| Participation rate | 61.1% | 88.2%-27.1pp | 87.1%-26.0pp | 82.8%-21.7pp |
| Annual return | 11.36% | 2113.22%-2101.9pp | 1501.63%-1490.3pp | 578.55%-567.2pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,274 | $7,271+13.8% | $6,569+26.0% | $5,439+52.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |