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 5-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 | $123,170 | $159,602-22.8% | $150,045-17.9% | $142,382-13.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 18.50% | 70.24%-51.7pp | 62.55%-44.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,617 | $4,961-27.1% | $4,693-22.9% | $4,299-15.9% |
| Participant deferral / active EE | $10,019 | $8,310+20.6% | $7,997+25.3% | $6,507+54.0% |
| Admin fee / account holder | $20 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |