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 | $59,915 | $209,411-71.4% | $178,490-66.4% | $158,922-62.3% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 23.88% | 188.75%-164.9pp | 151.07%-127.2pp | 302.83%-278.9pp |
| Employer contribution / active EE | $21,178 | $5,706+271.1% | $5,011+322.7% | $4,761+344.8% |
| Participant deferral / active EE | $7,508 | $5,954+26.1% | $5,202+44.3% | $5,982+25.5% |
| Admin fee / account holder | $10 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |