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 | $197,023 | $198,466-0.7% | $170,442+15.6% | $147,584+33.5% |
| Participation rate | 61.1% | 88.0%-26.9pp | 83.6%-22.5pp | 82.8%-21.7pp |
| Annual return | 20.13% | 257.29%-237.2pp | 205.93%-185.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $1,681 | $6,184-72.8% | $5,433-69.1% | $4,876-65.5% |
| Participant deferral / active EE | $5,322 | $5,629-5.5% | $4,939+7.7% | $5,439-2.2% |
| Admin fee / account holder | $57 | $16,852-99.7% | $13,880-99.6% | $10,885-99.5% |