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 | $234,138 | $210,698+11.1% | $178,014+31.5% | $145,959+60.4% |
| Participation rate | 54.5% | 80.8%-26.2pp | 77.1%-22.5pp | 80.3%-25.7pp |
| Annual return | 10.36% | 386.27%-375.9pp | 294.80%-284.4pp | 561.95%-551.6pp |
| Employer contribution / active EE | $0 | $4,567-100.0% | $3,950-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,622 | $6,958-62.3% | $6,276-58.2% | $6,689-60.8% |
| Admin fee / account holder | $16 | $12,016-99.9% | $10,362-99.8% | $13,398-99.9% |