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 | $84,167 | $105,998-20.6% | $92,233-8.7% | $147,584-43.0% |
| Participation rate | 42.9% | 80.4%-37.6pp | 76.5%-33.6pp | 82.8%-40.0pp |
| Annual return | 27.12% | 50.05%-22.9pp | 176.28%-149.2pp | 578.55%-551.4pp |
| Employer contribution / active EE | $7,411 | $4,333+71.0% | $3,679+101.4% | $4,876+52.0% |
| Participant deferral / active EE | $9,400 | $4,478+109.9% | $3,897+141.2% | $5,439+72.8% |
| Admin fee / account holder | $273 | $6,332-95.7% | $5,194-94.7% | $10,885-97.5% |