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 | $124,328 | $217,402-42.8% | $185,823-33.1% | $167,490-25.8% |
| Participation rate | 68.4% | 86.0%-17.6pp | 81.7%-13.3pp | 82.1%-13.7pp |
| Annual return | 13.77% | 148.36%-134.6pp | 122.05%-108.3pp | 478.56%-464.8pp |
| Employer contribution / active EE | $1,815 | $5,873-69.1% | $5,167-64.9% | $4,837-62.5% |
| Participant deferral / active EE | $7,011 | $6,356+10.3% | $5,568+25.9% | $6,341+10.6% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |