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 | $48,240 | $198,466-75.7% | $170,442-71.7% | $147,584-67.3% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 480.07% | 257.29%+222.8pp | 205.93%+274.1pp | 578.55%-98.5pp |
| Employer contribution / active EE | $2,222 | $6,184-64.1% | $5,433-59.1% | $4,876-54.4% |
| Participant deferral / active EE | $5,580 | $5,629-0.9% | $4,939+13.0% | $5,439+2.6% |
| Admin fee / account holder | $155 | $16,852-99.1% | $13,880-98.9% | $10,885-98.6% |