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 | $198,686 | $117,983+68.4% | $101,794+95.2% | $142,382+39.5% |
| Participation rate | 45.5% | 74.2%-28.8pp | 69.2%-23.7pp | 80.1%-34.7pp |
| Annual return | 16.60% | 36.92%-20.3pp | 30.53%-13.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,895 | $2,773-31.7% | $2,289-17.2% | $4,299-55.9% |
| Participant deferral / active EE | $5,942 | $4,714+26.1% | $4,084+45.5% | $6,507-8.7% |
| Admin fee / account holder | -$1,850 | $10,433-117.7% | $8,777-121.1% | $12,624-114.7% |