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 | $34,820 | $108,642-67.9% | $74,701-53.4% | $152,861-77.2% |
| Participation rate | 66.7% | 65.3%+1.3pp | 54.5%+12.2pp | 82.4%-15.8pp |
| Annual return | 51.19% | 114.06%-62.9pp | 752.92%-701.7pp | 345.32%-294.1pp |
| Employer contribution / active EE | $7,641 | $1,503+408.4% | $1,084+605.1% | $4,762+60.4% |
| Participant deferral / active EE | $6,925 | $2,712+155.3% | $1,964+252.7% | $5,850+18.4% |
| Admin fee / account holder | $78 | $4,902-98.4% | $3,333-97.7% | $11,596-99.3% |