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 | $224,996 | $148,534+51.5% | $135,903+65.6% | $139,434+61.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 35.64% | 79.19%-43.5pp | 68.23%-32.6pp | 372.94%-337.3pp |
| Employer contribution / active EE | $5,313 | $5,243+1.3% | $4,856+9.4% | $4,751+11.8% |
| Participant deferral / active EE | $5,733 | $8,100-29.2% | $7,758-26.1% | $6,710-14.6% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |