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 | $228,092 | $226,064+0.9% | $182,532+25.0% | $152,861+49.2% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.4%-22.4pp |
| Annual return | 17.22% | 192.51%-175.3pp | 148.54%-131.3pp | 345.32%-328.1pp |
| Employer contribution / active EE | $6,035 | $4,978+21.2% | $4,076+48.1% | $4,762+26.7% |
| Participant deferral / active EE | $5,699 | $6,368-10.5% | $5,524+3.2% | $5,850-2.6% |
| Admin fee / account holder | $159 | $10,703-98.5% | $8,592-98.1% | $11,596-98.6% |