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 | $171,804 | $226,064-24.0% | $182,532-5.9% | $152,861+12.4% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.4%-22.4pp |
| Annual return | 22.23% | 192.51%-170.3pp | 148.54%-126.3pp | 345.32%-323.1pp |
| Employer contribution / active EE | $672 | $4,978-86.5% | $4,076-83.5% | $4,762-85.9% |
| Participant deferral / active EE | $4,800 | $6,368-24.6% | $5,524-13.1% | $5,850-18.0% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |