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 | $229,608 | $214,378+7.1% | $200,582+14.5% | $142,382+61.3% |
| Participation rate | 57.1% | 87.4%-30.3pp | 86.9%-29.7pp | 80.1%-23.0pp |
| Annual return | 18.59% | 46.41%-27.8pp | 42.33%-23.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,252 | $6,841-67.1% | $6,419-64.9% | $4,299-47.6% |
| Participant deferral / active EE | $4,814 | $9,865-51.2% | $9,331-48.4% | $6,507-26.0% |
| Admin fee / account holder | $79 | $17,692-99.6% | $16,305-99.5% | $12,624-99.4% |