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 | $191,470 | $178,174+7.5% | $156,181+22.6% | $137,256+39.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 12.93% | 84.19%-71.3pp | 64.87%-51.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $14,759 | $4,972+196.9% | $4,294+243.7% | $4,156+255.1% |
| Participant deferral / active EE | $33,296 | $6,888+383.4% | $6,132+443.0% | $6,407+419.7% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |