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 | $208,639 | $112,096+86.1% | $95,952+117.4% | $158,922+31.3% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 15.48% | 171.09%-155.6pp | 91.61%-76.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,124 | $3,198-33.6% | $2,541-16.4% | $4,761-55.4% |
| Participant deferral / active EE | $3,654 | $4,784-23.6% | $4,167-12.3% | $5,982-38.9% |
| Admin fee / account holder | $48 | $10,130-99.5% | $6,795-99.3% | $11,246-99.6% |