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 | $13,165 | $104,486-87.4% | $76,817-82.9% | $152,861-91.4% |
| Participation rate | 53.3% | 76.6%-23.3pp | 72.1%-18.7pp | 82.4%-29.1pp |
| Annual return | 77.03% | 1013.37%-936.3pp | 1166.11%-1089.1pp | 345.32%-268.3pp |
| Employer contribution / active EE | $1,749 | $3,116-43.8% | $2,302-24.0% | $4,762-63.3% |
| Participant deferral / active EE | $4,590 | $4,236+8.4% | $3,336+37.6% | $5,850-21.5% |
| Admin fee / account holder | $17 | $12,275-99.9% | $6,420-99.7% | $11,596-99.9% |