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 | $156,119 | $114,381+36.5% | $107,525+45.2% | $142,382+9.6% |
| Participation rate | 65.0% | 78.1%-13.1pp | 75.1%-10.1pp | 80.1%-15.1pp |
| Annual return | 21.76% | 242.71%-220.9pp | 181.32%-159.6pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,008 | $4,015-50.0% | $3,754-46.5% | $4,299-53.3% |
| Participant deferral / active EE | $7,424 | $5,564+33.4% | $5,116+45.1% | $6,507+14.1% |
| Admin fee / account holder | $172 | $9,860-98.3% | $8,919-98.1% | $12,624-98.6% |