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 | $236,698 | $181,894+30.1% | $156,549+51.2% | $273,961-13.6% |
| Participation rate | 55.6% | 88.4%-32.8pp | 84.0%-28.5pp | 83.0%-27.5pp |
| Annual return | 51.09% | 30.74%+20.3pp | 32.23%+18.9pp | 41.45%+9.6pp |
| Employer contribution / active EE | $1,671 | $6,248-73.3% | $5,501-69.6% | $4,869-65.7% |
| Participant deferral / active EE | $7,092 | $5,550+27.8% | $4,871+45.6% | $5,287+34.1% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |