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 | $140,512 | $168,632-16.7% | $147,614-4.8% | $125,391+12.1% |
| Participation rate | 60.0% | 88.8%-28.8pp | 84.6%-24.6pp | 83.2%-23.2pp |
| Annual return | 12.47% | 77.65%-65.2pp | 61.98%-49.5pp | 282.22%-269.8pp |
| Employer contribution / active EE | $3,160 | $6,252-49.5% | $5,564-43.2% | $4,866-35.1% |
| Participant deferral / active EE | $9,822 | $5,507+78.4% | $4,895+100.6% | $5,352+83.5% |
| Admin fee / account holder | $17 | $13,580-99.9% | $11,611-99.9% | $9,540-99.8% |