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 8-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 | $37,164 | $155,788-76.1% | $124,672-70.2% | $167,490-77.8% |
| Participation rate | 66.7% | 81.1%-14.4pp | 74.6%-7.9pp | 82.1%-15.4pp |
| Annual return | 18.10% | 17.97%+0.1pp | 5142.93%-5124.8pp | 478.56%-460.5pp |
| Employer contribution / active EE | $2,620 | $4,163-37.1% | $3,324-21.2% | $4,837-45.8% |
| Participant deferral / active EE | $10,374 | $5,673+82.9% | $4,614+124.8% | $6,341+63.6% |
| Admin fee / account holder | $231 | $9,531-97.6% | $7,493-96.9% | $12,309-98.1% |