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 7-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 | $217,980 | $114,381+90.6% | $107,525+102.7% | $142,382+53.1% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.1%-35.1pp | 80.1%-40.1pp |
| Annual return | 21.99% | 242.71%-220.7pp | 181.32%-159.3pp | 217.08%-195.1pp |
| Employer contribution / active EE | $4,074 | $4,015+1.5% | $3,754+8.5% | $4,299-5.2% |
| Participant deferral / active EE | $9,331 | $5,564+67.7% | $5,116+82.4% | $6,507+43.4% |
| Admin fee / account holder | $18 | $9,860-99.8% | $8,919-99.8% | $12,624-99.9% |