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 | $201,263 | $178,174+13.0% | $156,181+28.9% | $137,256+46.6% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.8%-38.8pp | 80.0%-40.0pp |
| Annual return | 14.74% | 84.19%-69.5pp | 64.87%-50.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $4,073 | $4,972-18.1% | $4,294-5.2% | $4,156-2.0% |
| Participant deferral / active EE | $5,800 | $6,888-15.8% | $6,132-5.4% | $6,407-9.5% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |