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 | $167,082 | $176,662-5.4% | $130,648+27.9% | $152,861+9.3% |
| Participation rate | 66.7% | 79.0%-12.3pp | 71.7%-5.1pp | 82.4%-15.8pp |
| Annual return | 21.60% | 2692.24%-2670.6pp | 1708.96%-1687.4pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,292 | $5,742-60.1% | $4,092-44.0% | $4,762-51.9% |
| Participant deferral / active EE | $4,199 | $4,361-3.7% | $3,603+16.5% | $5,850-28.2% |
| Admin fee / account holder | $19 | $7,133-99.7% | $5,464-99.7% | $11,596-99.8% |