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 7-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 | $200,530 | $177,572+12.9% | $154,803+29.5% | $142,382+40.8% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.1%-44.7pp | 80.1%-46.8pp |
| Annual return | 17.06% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,815 | $4,810-62.3% | $4,305-57.8% | $4,299-57.8% |
| Participant deferral / active EE | $6,071 | $6,272-3.2% | $5,540+9.6% | $6,507-6.7% |
| Admin fee / account holder | $20 | $16,786-99.9% | $14,329-99.9% | $12,624-99.8% |