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 | $235,761 | $183,519+28.5% | $155,509+51.6% | $145,922+61.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 11.52% | 61.17%-49.6pp | 64.67%-53.1pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,245 | $5,313-76.6% | $4,672-73.4% | $4,660-73.3% |
| Participant deferral / active EE | $7,528 | $6,462+16.5% | $5,626+33.8% | $6,688+12.6% |
| Admin fee / account holder | $35 | $19,313-99.8% | $15,912-99.8% | $13,397-99.7% |