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 | $212,326 | $166,020+27.9% | $164,866+28.8% | $145,959+45.5% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 39.21% | 100.08%-60.9pp | 69.97%-30.8pp | 561.95%-522.7pp |
| Employer contribution / active EE | $1,332 | $5,275-74.7% | $4,343-69.3% | $4,661-71.4% |
| Participant deferral / active EE | $2,262 | $6,961-67.5% | $6,033-62.5% | $6,689-66.2% |
| Admin fee / account holder | $276 | $16,644-98.3% | $12,689-97.8% | $13,398-97.9% |