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 | $202,379 | $165,335+22.4% | $149,696+35.2% | $158,922+27.3% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 13.25% | 348.15%-334.9pp | 276.60%-263.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $5,486 | $5,103+7.5% | $4,644+18.1% | $4,761+15.2% |
| Participant deferral / active EE | $10,352 | $7,181+44.2% | $6,842+51.3% | $5,982+73.0% |
| Admin fee / account holder | $244 | $10,807-97.7% | $9,309-97.4% | $11,246-97.8% |