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 | $127,644 | $112,096+13.9% | $95,952+33.0% | $158,922-19.7% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 45.08% | 171.09%-126.0pp | 91.61%-46.5pp | 302.83%-257.7pp |
| Employer contribution / active EE | $4,342 | $3,198+35.8% | $2,541+70.9% | $4,761-8.8% |
| Participant deferral / active EE | $13,801 | $4,784+188.5% | $4,167+231.2% | $5,982+130.7% |
| Admin fee / account holder | $20 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |