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 8-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 | $184,968 | $154,228+19.9% | $145,433+27.2% | $137,256+34.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 16.40% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $7,771 | $4,804+61.8% | $4,554+70.6% | $4,156+87.0% |
| Participant deferral / active EE | $8,562 | $8,216+4.2% | $7,897+8.4% | $6,407+33.6% |
| Admin fee / account holder | $125 | $14,344-99.1% | $13,129-99.0% | $12,270-99.0% |