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 | $186,777 | $177,572+5.2% | $154,803+20.7% | $142,382+31.2% |
| Participation rate | 63.6% | 82.1%-18.4pp | 78.1%-14.4pp | 80.1%-16.5pp |
| Annual return | 13.22% | 65.07%-51.8pp | 58.88%-45.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,299 | $4,810-73.0% | $4,305-69.8% | $4,299-69.8% |
| Participant deferral / active EE | $5,845 | $6,272-6.8% | $5,540+5.5% | $6,507-10.2% |
| Admin fee / account holder | $221 | $16,786-98.7% | $14,329-98.5% | $12,624-98.2% |