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 | $213,877 | $154,228+38.7% | $145,433+47.1% | $137,256+55.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 13.23% | 74.59%-61.4pp | 66.58%-53.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,349 | $4,804-71.9% | $4,554-70.4% | $4,156-67.5% |
| Participant deferral / active EE | $4,785 | $8,216-41.8% | $7,897-39.4% | $6,407-25.3% |
| Admin fee / account holder | $60 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |