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 | $180,938 | $197,591-8.4% | $177,821+1.8% | $158,922+13.9% |
| Participation rate | 37.5% | 88.5%-51.0pp | 87.7%-50.2pp | 82.0%-44.5pp |
| Annual return | 16.16% | 58.76%-42.6pp | 48.32%-32.2pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,505 | $6,697-77.5% | $5,918-74.6% | $4,761-68.4% |
| Participant deferral / active EE | $3,957 | $8,405-52.9% | $7,714-48.7% | $5,982-33.9% |
| Admin fee / account holder | $23 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |