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 | $173,152 | $100,773+71.8% | $88,946+94.7% | $142,382+21.6% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.8%-8.8pp | 80.1%-20.1pp |
| Annual return | 20.76% | 70.18%-49.4pp | 57.82%-37.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,150 | $2,918-60.6% | $2,555-55.0% | $4,299-73.2% |
| Participant deferral / active EE | $4,678 | $5,230-10.6% | $4,581+2.1% | $6,507-28.1% |
| Admin fee / account holder | $81 | $9,693-99.2% | $8,261-99.0% | $12,624-99.4% |