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 | $186,846 | $152,587+22.5% | $125,175+49.3% | $152,861+22.2% |
| Participation rate | 53.3% | 83.3%-30.0pp | 79.8%-26.4pp | 82.4%-29.1pp |
| Annual return | 21.99% | 54.84%-32.9pp | 43.79%-21.8pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,948 | $4,946-60.6% | $3,865-49.6% | $4,762-59.1% |
| Participant deferral / active EE | $3,174 | $5,868-45.9% | $4,937-35.7% | $5,850-45.7% |
| Admin fee / account holder | $104 | $13,434-99.2% | $9,702-98.9% | $11,596-99.1% |