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 | $184,568 | $209,411-11.9% | $178,490+3.4% | $158,922+16.1% |
| Participation rate | 55.6% | 86.3%-30.8pp | 81.9%-26.4pp | 82.0%-26.4pp |
| Annual return | 15.99% | 188.75%-172.8pp | 151.07%-135.1pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,729 | $5,706-69.7% | $5,011-65.5% | $4,761-63.7% |
| Participant deferral / active EE | $3,406 | $5,954-42.8% | $5,202-34.5% | $5,982-43.1% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |