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 | $30,461 | $150,440-79.8% | $136,294-77.7% | $147,584-79.4% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 268.82% | 1049.08%-780.3pp | 5155.94%-4887.1pp | 578.55%-309.7pp |
| Employer contribution / active EE | $4,730 | $5,256-10.0% | $4,695+0.7% | $4,876-3.0% |
| Participant deferral / active EE | $12,603 | $6,630+90.1% | $6,247+101.7% | $5,439+131.7% |
| Admin fee / account holder | $44 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |