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 | $249,953 | $197,591+26.5% | $177,821+40.6% | $158,922+57.3% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.7%-24.1pp | 82.0%-18.3pp |
| Annual return | 12.58% | 58.76%-46.2pp | 48.32%-35.7pp | 302.83%-290.2pp |
| Employer contribution / active EE | $4,666 | $6,697-30.3% | $5,918-21.2% | $4,761-2.0% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,982-100.0% |
| Admin fee / account holder | $172 | $15,399-98.9% | $12,427-98.6% | $11,246-98.5% |