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 | $183,638 | $172,111+6.7% | $150,298+22.2% | $137,256+33.8% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 19.01% | 69.37%-50.4pp | 62.79%-43.8pp | 220.34%-201.3pp |
| Employer contribution / active EE | $3,110 | $4,636-32.9% | $4,154-25.1% | $4,156-25.2% |
| Participant deferral / active EE | $8,475 | $6,166+37.5% | $5,453+55.4% | $6,407+32.3% |
| Admin fee / account holder | $110 | $16,471-99.3% | $14,116-99.2% | $12,270-99.1% |