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 5-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 | $124,268 | $111,535+11.4% | $105,223+18.1% | $137,256-9.5% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 19.92% | 237.85%-217.9pp | 180.65%-160.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,210 | $3,939-43.9% | $3,689-40.1% | $4,156-46.8% |
| Participant deferral / active EE | $12,070 | $5,500+119.5% | $5,072+138.0% | $6,407+88.4% |
| Admin fee / account holder | $20 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |