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 | $173,099 | $209,411-17.3% | $178,490-3.0% | $158,922+8.9% |
| Participation rate | 57.1% | 86.3%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 18.14% | 188.75%-170.6pp | 151.07%-132.9pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,482 | $5,706-74.0% | $5,011-70.4% | $4,761-68.9% |
| Participant deferral / active EE | $5,962 | $5,954+0.1% | $5,202+14.6% | $5,982-0.3% |
| Admin fee / account holder | $52 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |