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 | $184,901 | $176,662+4.7% | $130,648+41.5% | $152,861+21.0% |
| Participation rate | 33.3% | 79.0%-45.6pp | 71.7%-38.4pp | 82.4%-49.1pp |
| Annual return | 17.30% | 2692.24%-2674.9pp | 1708.96%-1691.7pp | 345.32%-328.0pp |
| Employer contribution / active EE | $1,545 | $5,742-73.1% | $4,092-62.2% | $4,762-67.6% |
| Participant deferral / active EE | $6,040 | $4,361+38.5% | $3,603+67.6% | $5,850+3.2% |
| Admin fee / account holder | $20 | $7,133-99.7% | $5,464-99.6% | $11,596-99.8% |