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 | $182,288 | $159,602+14.2% | $150,045+21.5% | $142,382+28.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 20.41% | 70.24%-49.8pp | 62.55%-42.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,340 | $4,961-73.0% | $4,693-71.5% | $4,299-68.8% |
| Participant deferral / active EE | $10,631 | $8,310+27.9% | $7,997+32.9% | $6,507+63.4% |
| Admin fee / account holder | $244 | $14,846-98.4% | $13,435-98.2% | $12,624-98.1% |