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 | $236,179 | $165,335+42.8% | $149,696+57.8% | $158,922+48.6% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 12.83% | 348.15%-335.3pp | 276.60%-263.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $3,152 | $5,103-38.2% | $4,644-32.1% | $4,761-33.8% |
| Participant deferral / active EE | $7,811 | $7,181+8.8% | $6,842+14.2% | $5,982+30.6% |
| Admin fee / account holder | $295 | $10,807-97.3% | $9,309-96.8% | $11,246-97.4% |