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 3-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 | $153,062 | $110,257+38.8% | $96,544+58.5% | $139,434+9.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 46.08% | 26.32%+19.8pp | 25.84%+20.2pp | 372.94%-326.9pp |
| Employer contribution / active EE | $12,975 | $3,620+258.5% | $2,965+337.6% | $4,751+173.1% |
| Participant deferral / active EE | $14,750 | $5,548+165.9% | $4,851+204.1% | $6,710+119.8% |
| Admin fee / account holder | $162 | $11,591-98.6% | $8,252-98.0% | $11,403-98.6% |