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 | $30,253 | $105,998-71.5% | $92,233-67.2% | $147,584-79.5% |
| Participation rate | 64.3% | 80.4%-16.1pp | 76.5%-12.2pp | 82.8%-18.5pp |
| Annual return | 41.22% | 50.05%-8.8pp | 176.28%-135.1pp | 578.55%-537.3pp |
| Employer contribution / active EE | $15,329 | $4,333+253.8% | $3,679+316.6% | $4,876+214.4% |
| Participant deferral / active EE | $5,628 | $4,478+25.7% | $3,897+44.4% | $5,439+3.5% |
| Admin fee / account holder | $294 | $6,332-95.4% | $5,194-94.3% | $10,885-97.3% |