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 | $188,578 | $114,381+64.9% | $107,525+75.4% | $142,382+32.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 21.81% | 242.71%-220.9pp | 181.32%-159.5pp | 217.08%-195.3pp |
| Employer contribution / active EE | $4,004 | $4,015-0.3% | $3,754+6.7% | $4,299-6.9% |
| Participant deferral / active EE | $11,223 | $5,564+101.7% | $5,116+119.4% | $6,507+72.5% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |