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 | $165,659 | $165,335+0.2% | $149,696+10.7% | $158,922+4.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 39.74% | 348.15%-308.4pp | 276.60%-236.9pp | 302.83%-263.1pp |
| Employer contribution / active EE | $2,038 | $5,103-60.1% | $4,644-56.1% | $4,761-57.2% |
| Participant deferral / active EE | $2,548 | $7,181-64.5% | $6,842-62.8% | $5,982-57.4% |
| Admin fee / account holder | $60 | $10,807-99.4% | $9,309-99.4% | $11,246-99.5% |