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 7-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 | $143,124 | $100,773+42.0% | $88,946+60.9% | $142,382+0.5% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 18.84% | 70.18%-51.3pp | 57.82%-39.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,291 | $2,918-55.8% | $2,555-49.5% | $4,299-70.0% |
| Participant deferral / active EE | $8,410 | $5,230+60.8% | $4,581+83.6% | $6,507+29.2% |
| Admin fee / account holder | $163 | $9,693-98.3% | $8,261-98.0% | $12,624-98.7% |