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 | $224,641 | $99,079+126.7% | $77,999+188.0% | $273,961-18.0% |
| Participation rate | 69.6% | 78.6%-9.0pp | 75.5%-6.0pp | 83.0%-13.5pp |
| Annual return | 7.59% | 217.93%-210.3pp | 425.96%-418.4pp | 41.45%-33.9pp |
| Employer contribution / active EE | $2,233 | $3,308-32.5% | $2,470-9.6% | $4,869-54.1% |
| Participant deferral / active EE | $10,253 | $4,306+138.1% | $3,497+193.2% | $5,287+93.9% |
| Admin fee / account holder | $9 | $8,954-99.9% | $5,480-99.8% | $10,132-99.9% |