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 | $39,235 | $197,591-80.1% | $177,821-77.9% | $158,922-75.3% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.7%-87.7pp | 82.0%-82.0pp |
| Annual return | 16.34% | 58.76%-42.4pp | 48.32%-32.0pp | 302.83%-286.5pp |
| Employer contribution / active EE | $8,727 | $6,697+30.3% | $5,918+47.5% | $4,761+83.3% |
| Participant deferral / active EE | $17,478 | $8,405+107.9% | $7,714+126.6% | $5,982+192.2% |
| Admin fee / account holder | $202 | $15,399-98.7% | $12,427-98.4% | $11,246-98.2% |