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 | $151,606 | $144,119+5.2% | $117,854+28.6% | $147,584+2.7% |
| Participation rate | 65.2% | 83.4%-18.2pp | 79.7%-14.4pp | 82.8%-17.6pp |
| Annual return | 16.40% | 531.15%-514.7pp | 335.08%-318.7pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,283 | $4,896-73.8% | $3,786-66.1% | $4,876-73.7% |
| Participant deferral / active EE | $5,093 | $5,316-4.2% | $4,482+13.6% | $5,439-6.3% |
| Admin fee / account holder | $7 | $10,886-99.9% | $8,020-99.9% | $10,885-99.9% |