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 | $190,190 | $172,111+10.5% | $150,298+26.5% | $137,256+38.6% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 18.28% | 69.37%-51.1pp | 62.79%-44.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $6,394 | $4,636+37.9% | $4,154+53.9% | $4,156+53.9% |
| Participant deferral / active EE | $7,490 | $6,166+21.5% | $5,453+37.4% | $6,407+16.9% |
| Admin fee / account holder | $6 | $16,471-100.0% | $14,116-100.0% | $12,270-99.9% |