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 | $244,731 | $175,202+39.7% | $149,673+63.5% | $139,434+75.5% |
| Participation rate | 54.5% | 83.4%-28.8pp | 78.8%-24.2pp | 80.3%-25.8pp |
| Annual return | 23.06% | 166.71%-143.7pp | 134.42%-111.4pp | 372.94%-349.9pp |
| Employer contribution / active EE | $2,178 | $5,474-60.2% | $4,818-54.8% | $4,751-54.1% |
| Participant deferral / active EE | $4,525 | $6,519-30.6% | $5,680-20.3% | $6,710-32.6% |
| Admin fee / account holder | $40 | $16,150-99.8% | $13,210-99.7% | $11,403-99.7% |