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 | $159,602+15.9% | $150,045+23.3% | $142,382+29.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 16.40% | 70.24%-53.8pp | 62.55%-46.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $7,771 | $4,961+56.7% | $4,693+65.6% | $4,299+80.8% |
| Participant deferral / active EE | $8,562 | $8,310+3.0% | $7,997+7.1% | $6,507+31.6% |
| Admin fee / account holder | $125 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |