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 | $210,096 | $159,602+31.6% | $150,045+40.0% | $142,382+47.6% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.3%-39.5pp | 80.1%-37.3pp |
| Annual return | 78.54% | 70.24%+8.3pp | 62.55%+16.0pp | 217.08%-138.5pp |
| Employer contribution / active EE | $2,055 | $4,961-58.6% | $4,693-56.2% | $4,299-52.2% |
| Participant deferral / active EE | $4,649 | $8,310-44.1% | $7,997-41.9% | $6,507-28.5% |
| Admin fee / account holder | $38 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |