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 | $158,501 | $118,680+33.6% | $98,907+60.3% | $158,922-0.3% |
| Participation rate | 58.8% | 77.8%-19.0pp | 76.0%-17.2pp | 82.0%-23.1pp |
| Annual return | 32.00% | 372.35%-340.4pp | 196.43%-164.4pp | 302.83%-270.8pp |
| Employer contribution / active EE | $3,415 | $3,333+2.5% | $2,689+27.0% | $4,761-28.3% |
| Participant deferral / active EE | $10,163 | $5,088+99.8% | $4,244+139.5% | $5,982+69.9% |
| Admin fee / account holder | $173 | $10,131-98.3% | $6,642-97.4% | $11,246-98.5% |