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 | $158,349 | $154,228+2.7% | $145,433+8.9% | $137,256+15.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 23.17% | 74.59%-51.4pp | 66.58%-43.4pp | 220.34%-197.2pp |
| Employer contribution / active EE | $24,699 | $4,804+414.1% | $4,554+442.3% | $4,156+494.3% |
| Participant deferral / active EE | $9,872 | $8,216+20.2% | $7,897+25.0% | $6,407+54.1% |
| Admin fee / account holder | $280 | $14,344-98.0% | $13,129-97.9% | $12,270-97.7% |