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 | $172,162 | $144,119+19.5% | $117,854+46.1% | $147,584+16.7% |
| Participation rate | 64.7% | 83.4%-18.7pp | 79.7%-15.0pp | 82.8%-18.1pp |
| Annual return | 14.82% | 531.15%-516.3pp | 335.08%-320.3pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,207 | $4,896-75.4% | $3,786-68.1% | $4,876-75.3% |
| Participant deferral / active EE | $4,056 | $5,316-23.7% | $4,482-9.5% | $5,439-25.4% |
| Admin fee / account holder | $243 | $10,886-97.8% | $8,020-97.0% | $10,885-97.8% |