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 | $214,637 | $157,256+36.5% | $141,162+52.1% | $152,861+40.4% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.4%-26.9pp |
| Annual return | 32.75% | 64.32%-31.6pp | 71.39%-38.6pp | 345.32%-312.6pp |
| Employer contribution / active EE | $5,735 | $5,261+9.0% | $4,735+21.1% | $4,762+20.4% |
| Participant deferral / active EE | $13,195 | $7,109+85.6% | $6,709+96.7% | $5,850+125.5% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |