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 | $44,865 | $144,119-68.9% | $117,854-61.9% | $147,584-69.6% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 37.30% | 531.15%-493.8pp | 335.08%-297.8pp | 578.55%-541.2pp |
| Employer contribution / active EE | $3,582 | $4,896-26.9% | $3,786-5.4% | $4,876-26.5% |
| Participant deferral / active EE | $15,000 | $5,316+182.2% | $4,482+234.7% | $5,439+175.8% |
| Admin fee / account holder | $92 | $10,886-99.2% | $8,020-98.9% | $10,885-99.2% |