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 | $193,982 | $154,228+25.8% | $145,433+33.4% | $137,256+41.3% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.7pp | 80.0%-35.5pp |
| Annual return | 15.87% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,489 | $4,804-69.0% | $4,554-67.3% | $4,156-64.2% |
| Participant deferral / active EE | $6,641 | $8,216-19.2% | $7,897-15.9% | $6,407+3.6% |
| Admin fee / account holder | $14 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |