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 | $127,743 | $104,974+21.7% | $95,585+33.6% | $142,382-10.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 23.58% | 210.33%-186.7pp | 38.56%-15.0pp | 217.08%-193.5pp |
| Employer contribution / active EE | $6,072 | $2,779+118.5% | $2,527+140.3% | $4,299+41.2% |
| Participant deferral / active EE | $2,429 | $4,352-44.2% | $4,023-39.6% | $6,507-62.7% |
| Admin fee / account holder | $264 | $6,386-95.9% | $6,127-95.7% | $12,624-97.9% |