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 | $241,794 | $183,519+31.8% | $155,509+55.5% | $145,922+65.7% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-46.9pp |
| Annual return | 24.33% | 61.17%-36.8pp | 64.67%-40.3pp | 561.29%-537.0pp |
| Employer contribution / active EE | $1,187 | $5,313-77.7% | $4,672-74.6% | $4,660-74.5% |
| Participant deferral / active EE | $9,076 | $6,462+40.4% | $5,626+61.3% | $6,688+35.7% |
| Admin fee / account holder | $216 | $19,313-98.9% | $15,912-98.6% | $13,397-98.4% |