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 | $146,859 | $121,625+20.7% | $104,607+40.4% | $158,922-7.6% |
| Participation rate | 57.1% | 77.5%-20.4pp | 74.1%-16.9pp | 82.0%-24.8pp |
| Annual return | 27.31% | 465.26%-437.9pp | 340.46%-313.2pp | 302.83%-275.5pp |
| Employer contribution / active EE | $2,587 | $3,163-18.2% | $2,681-3.5% | $4,761-45.7% |
| Participant deferral / active EE | $5,571 | $4,177+33.4% | $3,740+49.0% | $5,982-6.9% |
| Admin fee / account holder | $33 | $7,787-99.6% | $6,473-99.5% | $11,246-99.7% |