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 | $15,470 | $105,931-85.4% | $81,930-81.1% | $158,922-90.3% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.0%-12.0pp | 82.0%-22.0pp |
| Annual return | 675.87% | 38.17%+637.7pp | 29.49%+646.4pp | 302.83%+373.0pp |
| Employer contribution / active EE | $2,003 | $7,800-74.3% | $4,310-53.5% | $4,761-57.9% |
| Participant deferral / active EE | $6,027 | $13,003-53.7% | $7,107-15.2% | $5,982+0.7% |
| Admin fee / account holder | $244 | $8,489-97.1% | $5,158-95.3% | $11,246-97.8% |