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 | $21,699 | $85,202-74.5% | $172,739-87.4% | $72,985-70.3% |
| Participation rate | 25.4% | 70.1%-44.6pp | 82.6%-57.2pp | 69.5%-44.1pp |
| Annual return | 38.36% | 27.32%+11.0pp | 802.84%-764.5pp | 81.00%-42.6pp |
| Employer contribution / active EE | $1,088 | $3,324-67.3% | $5,143-78.9% | $2,440-55.4% |
| Participant deferral / active EE | $2,334 | $3,260-28.4% | $5,198-55.1% | $3,607-35.3% |
| Admin fee / account holder | $197 | $5,884-96.7% | $13,954-98.6% | $5,124-96.2% |