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 | $152,167 | $106,584+42.8% | $101,326+50.2% | $142,382+6.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 14.39% | 36.93%-22.5pp | 36.82%-22.4pp | 217.08%-202.7pp |
| Employer contribution / active EE | $11,180 | $3,956+182.6% | $3,665+205.0% | $4,299+160.1% |
| Participant deferral / active EE | $5,183 | $8,297-37.5% | $7,994-35.2% | $6,507-20.3% |
| Admin fee / account holder | $47 | $11,446-99.6% | $11,185-99.6% | $12,624-99.6% |