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 | $230,788 | $210,648+9.6% | $177,989+29.7% | $145,922+58.2% |
| Participation rate | 40.0% | 80.8%-40.8pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 13.38% | 385.86%-372.5pp | 294.48%-281.1pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,525 | $4,565-66.6% | $3,949-61.4% | $4,660-67.3% |
| Participant deferral / active EE | $5,550 | $6,958-20.2% | $6,276-11.6% | $6,688-17.0% |
| Admin fee / account holder | $208 | $12,013-98.3% | $10,363-98.0% | $13,397-98.5% |