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 | $183,638 | $177,572+3.4% | $154,803+18.6% | $142,382+29.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 19.01% | 65.07%-46.1pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $3,110 | $4,810-35.3% | $4,305-27.8% | $4,299-27.7% |
| Participant deferral / active EE | $8,475 | $6,272+35.1% | $5,540+53.0% | $6,507+30.2% |
| Admin fee / account holder | $110 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |