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 | $159,602-0.8% | $150,045+5.5% | $142,382+11.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 23.17% | 70.24%-47.1pp | 62.55%-39.4pp | 217.08%-193.9pp |
| Employer contribution / active EE | $24,699 | $4,961+397.9% | $4,693+426.3% | $4,299+474.5% |
| Participant deferral / active EE | $9,872 | $8,310+18.8% | $7,997+23.4% | $6,507+51.7% |
| Admin fee / account holder | $280 | $14,846-98.1% | $13,435-97.9% | $12,624-97.8% |