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 | $194,292 | $159,901+21.5% | $146,958+32.2% | $145,922+33.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 18.01% | 98.13%-80.1pp | 418.34%-400.3pp | 561.29%-543.3pp |
| Employer contribution / active EE | $1,725 | $5,286-67.4% | $4,933-65.0% | $4,660-63.0% |
| Participant deferral / active EE | $5,488 | $8,428-34.9% | $8,070-32.0% | $6,688-17.9% |
| Admin fee / account holder | $5 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |