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 5-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 | $36,873 | $175,202-79.0% | $149,673-75.4% | $139,434-73.6% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 23.54% | 166.71%-143.2pp | 134.42%-110.9pp | 372.94%-349.4pp |
| Employer contribution / active EE | $30,140 | $5,474+450.6% | $4,818+525.6% | $4,751+534.4% |
| Participant deferral / active EE | $59,715 | $6,519+816.1% | $5,680+951.3% | $6,710+789.9% |
| Admin fee / account holder | $134 | $16,150-99.2% | $13,210-99.0% | $11,403-98.8% |