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 | $217,454 | $135,635+60.3% | $110,238+97.3% | $135,375+60.6% |
| Participation rate | 47.8% | 83.5%-35.6pp | 79.8%-32.0pp | 82.6%-34.8pp |
| Annual return | 9.27% | 513.19%-503.9pp | 314.74%-305.5pp | 519.73%-510.5pp |
| Employer contribution / active EE | $2,906 | $4,906-40.8% | $3,826-24.1% | $4,779-39.2% |
| Participant deferral / active EE | $9,130 | $5,506+65.8% | $4,672+95.4% | $5,609+62.8% |
| Admin fee / account holder | $30 | $11,457-99.7% | $8,547-99.7% | $10,827-99.7% |