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 | $220,899 | $157,256+40.5% | $141,162+56.5% | $152,861+44.5% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.4%-25.3pp |
| Annual return | 14.79% | 64.32%-49.5pp | 71.39%-56.6pp | 345.32%-330.5pp |
| Employer contribution / active EE | $1,837 | $5,261-65.1% | $4,735-61.2% | $4,762-61.4% |
| Participant deferral / active EE | $9,561 | $7,109+34.5% | $6,709+42.5% | $5,850+63.4% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |