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 6-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 | $21,557 | $124,185-82.6% | $108,410-80.1% | $167,490-87.1% |
| Participation rate | 66.7% | 82.3%-15.6pp | 80.1%-13.5pp | 82.1%-15.4pp |
| Annual return | 36.74% | 1379.64%-1342.9pp | 905.27%-868.5pp | 478.56%-441.8pp |
| Employer contribution / active EE | $701 | $4,187-83.3% | $3,558-80.3% | $4,837-85.5% |
| Participant deferral / active EE | $9,543 | $6,908+38.1% | $6,563+45.4% | $6,341+50.5% |
| Admin fee / account holder | $20 | $9,455-99.8% | $7,295-99.7% | $12,309-99.8% |