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 | $162,632 | $154,228+5.4% | $145,433+11.8% | $137,256+18.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 16.44% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,800 | $4,804-62.5% | $4,554-60.5% | $4,156-56.7% |
| Participant deferral / active EE | $13,500 | $8,216+64.3% | $7,897+70.9% | $6,407+110.7% |
| Admin fee / account holder | $96 | $14,344-99.3% | $13,129-99.3% | $12,270-99.2% |