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 | $82,988 | $202,318-59.0% | $172,739-52.0% | $152,861-45.7% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 0.00% | 1029.65%-1029.7pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,939 | $5,856-49.8% | $5,143-42.8% | $4,762-38.3% |
| Participant deferral / active EE | $7,182 | $5,948+20.8% | $5,198+38.2% | $5,850+22.8% |
| Admin fee / account holder | $186 | $17,109-98.9% | $13,954-98.7% | $11,596-98.4% |