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 | $111,292 | $198,466-43.9% | $170,442-34.7% | $147,584-24.6% |
| Participation rate | 68.8% | 88.0%-19.2pp | 83.6%-14.8pp | 82.8%-14.1pp |
| Annual return | 22.67% | 257.29%-234.6pp | 205.93%-183.3pp | 578.55%-555.9pp |
| Employer contribution / active EE | $1,911 | $6,184-69.1% | $5,433-64.8% | $4,876-60.8% |
| Participant deferral / active EE | $4,648 | $5,629-17.4% | $4,939-5.9% | $5,439-14.5% |
| Admin fee / account holder | $36 | $16,852-99.8% | $13,880-99.7% | $10,885-99.7% |