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 10-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 | $157,832 | $92,798+70.1% | $96,707+63.2% | $137,256+15.0% |
| Participation rate | 66.7% | 81.6%-15.0pp | 80.4%-13.7pp | 80.0%-13.3pp |
| Annual return | 23.80% | 31.24%-7.4pp | 34.78%-11.0pp | 220.34%-196.5pp |
| Employer contribution / active EE | $3,199 | $4,147-22.9% | $4,191-23.7% | $4,156-23.0% |
| Participant deferral / active EE | $10,564 | $5,877+79.8% | $5,997+76.2% | $6,407+64.9% |
| Admin fee / account holder | $11 | $7,946-99.9% | $7,503-99.9% | $12,270-99.9% |