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 | $199,753 | $175,202+14.0% | $149,673+33.5% | $139,434+43.3% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 16.11% | 166.71%-150.6pp | 134.42%-118.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,639 | $5,474-70.1% | $4,818-66.0% | $4,751-65.5% |
| Participant deferral / active EE | $2,952 | $6,519-54.7% | $5,680-48.0% | $6,710-56.0% |
| Admin fee / account holder | $75 | $16,150-99.5% | $13,210-99.4% | $11,403-99.3% |