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 6-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 | $197,283 | $148,534+32.8% | $135,903+45.2% | $139,434+41.5% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 25.00% | 79.19%-54.2pp | 68.23%-43.2pp | 372.94%-347.9pp |
| Employer contribution / active EE | $5,231 | $5,243-0.2% | $4,856+7.7% | $4,751+10.1% |
| Participant deferral / active EE | $7,500 | $8,100-7.4% | $7,758-3.3% | $6,710+11.8% |
| Admin fee / account holder | -$2,135 | $12,400-117.2% | $10,762-119.8% | $11,403-118.7% |