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 4-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 | $185,414 | $159,602+16.2% | $150,045+23.6% | $142,382+30.2% |
| Participation rate | 52.9% | 84.0%-31.0pp | 82.3%-29.4pp | 80.1%-27.2pp |
| Annual return | 18.17% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $3,004 | $4,961-39.4% | $4,693-36.0% | $4,299-30.1% |
| Participant deferral / active EE | $6,173 | $8,310-25.7% | $7,997-22.8% | $6,507-5.1% |
| Admin fee / account holder | $131 | $14,846-99.1% | $13,435-99.0% | $12,624-99.0% |