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 | $40,786 | $197,591-79.4% | $177,821-77.1% | $158,922-74.3% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.7%-30.6pp | 82.0%-24.8pp |
| Annual return | 41.13% | 58.76%-17.6pp | 48.32%-7.2pp | 302.83%-261.7pp |
| Employer contribution / active EE | $3,269 | $6,697-51.2% | $5,918-44.8% | $4,761-31.3% |
| Participant deferral / active EE | $8,148 | $8,405-3.1% | $7,714+5.6% | $5,982+36.2% |
| Admin fee / account holder | $144 | $15,399-99.1% | $12,427-98.8% | $11,246-98.7% |