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 | $115,532 | $159,602-27.6% | $150,045-23.0% | $142,382-18.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 14.59% | 70.24%-55.6pp | 62.55%-48.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $20,018 | $4,961+303.5% | $4,693+326.5% | $4,299+365.6% |
| Participant deferral / active EE | $13,633 | $8,310+64.1% | $7,997+70.5% | $6,507+109.5% |
| Admin fee / account holder | $118 | $14,846-99.2% | $13,435-99.1% | $12,624-99.1% |