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 | $224,725 | $217,402+3.4% | $185,823+20.9% | $167,490+34.2% |
| Participation rate | 60.0% | 86.0%-26.0pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 19.73% | 148.36%-128.6pp | 122.05%-102.3pp | 478.56%-458.8pp |
| Employer contribution / active EE | $2,233 | $5,873-62.0% | $5,167-56.8% | $4,837-53.8% |
| Participant deferral / active EE | $6,458 | $6,356+1.6% | $5,568+16.0% | $6,341+1.8% |
| Admin fee / account holder | $175 | $19,811-99.1% | $16,237-98.9% | $12,309-98.6% |