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 | $112,155 | $209,411-46.4% | $178,490-37.2% | $158,922-29.4% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 14.38% | 188.75%-174.4pp | 151.07%-136.7pp | 302.83%-288.4pp |
| Employer contribution / active EE | $3,000 | $5,706-47.4% | $5,011-40.1% | $4,761-37.0% |
| Participant deferral / active EE | $13,000 | $5,954+118.3% | $5,202+149.9% | $5,982+117.3% |
| Admin fee / account holder | $208 | $17,074-98.8% | $13,984-98.5% | $11,246-98.2% |