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 | $111,535+40.0% | $105,223+48.4% | $137,256+13.7% |
| Participation rate | 65.0% | 78.1%-13.1pp | 75.0%-10.0pp | 80.0%-15.0pp |
| Annual return | 21.76% | 237.85%-216.1pp | 180.65%-158.9pp | 220.34%-198.6pp |
| Employer contribution / active EE | $2,008 | $3,939-49.0% | $3,689-45.6% | $4,156-51.7% |
| Participant deferral / active EE | $7,424 | $5,500+35.0% | $5,072+46.4% | $6,407+15.9% |
| Admin fee / account holder | $172 | $9,721-98.2% | $8,859-98.1% | $12,270-98.6% |