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 | $166,273 | $149,679+11.1% | $117,039+42.1% | $147,584+12.7% |
| Participation rate | 66.7% | 83.5%-16.8pp | 77.2%-10.5pp | 82.8%-16.2pp |
| Annual return | 15.05% | 19.31%-4.3pp | 18.95%-3.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $2,214 | $4,937-55.1% | $3,785-41.5% | $4,876-54.6% |
| Participant deferral / active EE | $5,900 | $4,912+20.1% | $3,929+50.1% | $5,439+8.5% |
| Admin fee / account holder | $110 | $7,856-98.6% | $5,974-98.2% | $10,885-99.0% |