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 7-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 | $44,976 | $209,411-78.5% | $178,490-74.8% | $158,922-71.7% |
| Participation rate | 37.5% | 86.3%-48.8pp | 81.9%-44.4pp | 82.0%-44.5pp |
| Annual return | 42.22% | 188.75%-146.5pp | 151.07%-108.9pp | 302.83%-260.6pp |
| Employer contribution / active EE | $1,738 | $5,706-69.5% | $5,011-65.3% | $4,761-63.5% |
| Participant deferral / active EE | $7,240 | $5,954+21.6% | $5,202+39.2% | $5,982+21.0% |
| Admin fee / account holder | $214 | $17,074-98.7% | $13,984-98.5% | $11,246-98.1% |