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 | $232,599 | $209,411+11.1% | $178,490+30.3% | $158,922+46.4% |
| Participation rate | 63.6% | 86.3%-22.7pp | 81.9%-18.3pp | 82.0%-18.3pp |
| Annual return | 19.86% | 188.75%-168.9pp | 151.07%-131.2pp | 302.83%-283.0pp |
| Employer contribution / active EE | $2,175 | $5,706-61.9% | $5,011-56.6% | $4,761-54.3% |
| Participant deferral / active EE | $4,645 | $5,954-22.0% | $5,202-10.7% | $5,982-22.4% |
| Admin fee / account holder | $17 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |