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 | $197,346 | $148,534+32.9% | $135,903+45.2% | $139,434+41.5% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 18.40% | 79.19%-60.8pp | 68.23%-49.8pp | 372.94%-354.5pp |
| Employer contribution / active EE | $1,512 | $5,243-71.2% | $4,856-68.9% | $4,751-68.2% |
| Participant deferral / active EE | $5,279 | $8,100-34.8% | $7,758-31.9% | $6,710-21.3% |
| Admin fee / account holder | $16 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |