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 | $214,045 | $198,466+7.8% | $170,442+25.6% | $147,584+45.0% |
| Participation rate | 40.0% | 88.0%-48.0pp | 83.6%-43.6pp | 82.8%-42.8pp |
| Annual return | 48.87% | 257.29%-208.4pp | 205.93%-157.1pp | 578.55%-529.7pp |
| Employer contribution / active EE | $3,052 | $6,184-50.6% | $5,433-43.8% | $4,876-37.4% |
| Participant deferral / active EE | $8,400 | $5,629+49.2% | $4,939+70.1% | $5,439+54.4% |
| Admin fee / account holder | $132 | $16,852-99.2% | $13,880-99.1% | $10,885-98.8% |