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 | $199,991 | $198,466+0.8% | $170,442+17.3% | $147,584+35.5% |
| Participation rate | 25.0% | 88.0%-63.0pp | 83.6%-58.6pp | 82.8%-57.8pp |
| Annual return | 26.47% | 257.29%-230.8pp | 205.93%-179.5pp | 578.55%-552.1pp |
| Employer contribution / active EE | $1,482 | $6,184-76.0% | $5,433-72.7% | $4,876-69.6% |
| Participant deferral / active EE | $2,556 | $5,629-54.6% | $4,939-48.2% | $5,439-53.0% |
| Admin fee / account holder | $75 | $16,852-99.6% | $13,880-99.5% | $10,885-99.3% |