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 9-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 | $67,720 | $108,642-37.7% | $74,701-9.3% | $152,861-55.7% |
| Participation rate | 66.7% | 65.3%+1.3pp | 54.5%+12.2pp | 82.4%-15.8pp |
| Annual return | 24.64% | 114.06%-89.4pp | 752.92%-728.3pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,851 | $1,503+23.2% | $1,084+70.8% | $4,762-61.1% |
| Participant deferral / active EE | $9,893 | $2,712+264.8% | $1,964+403.8% | $5,850+69.1% |
| Admin fee / account holder | $15 | $4,902-99.7% | $3,333-99.5% | $11,596-99.9% |