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 | $200,807 | $127,386+57.6% | $115,037+74.6% | $125,391+60.1% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -1.21% | 31.28%-32.5pp | 26.14%-27.4pp | 282.22%-283.4pp |
| Employer contribution / active EE | $2,696 | $5,166-47.8% | $4,608-41.5% | $4,866-44.6% |
| Participant deferral / active EE | $9,186 | $6,423+43.0% | $6,026+52.4% | $5,352+71.7% |
| Admin fee / account holder | $127 | $9,516-98.7% | $8,175-98.4% | $9,540-98.7% |