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 4-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 | $167,245 | $154,228+8.4% | $145,433+15.0% | $137,256+21.8% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 18.00% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $4,315 | $4,804-10.2% | $4,554-5.3% | $4,156+3.8% |
| Participant deferral / active EE | $10,900 | $8,216+32.7% | $7,897+38.0% | $6,407+70.1% |
| Admin fee / account holder | $45 | $14,344-99.7% | $13,129-99.7% | $12,270-99.6% |