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 9-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 | $63,646 | $29,660+114.6% | $56,411+12.8% | $80,856-21.3% |
| Participation rate | 48.1% | 41.6%+6.5pp | 52.5%-4.3pp | 67.6%-19.5pp |
| Annual return | 12.21% | 35.23%-23.0pp | 1701.33%-1689.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,447 | $669+116.2% | $1,039+39.3% | $2,755-47.5% |
| Participant deferral / active EE | $4,161 | $1,226+239.4% | $1,952+113.2% | $4,296-3.1% |
| Admin fee / account holder | $281 | $2,428-88.4% | $2,829-90.1% | $6,918-95.9% |