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 | $39,939 | $157,256-74.6% | $141,162-71.7% | $152,861-73.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 20.98% | 64.32%-43.3pp | 71.39%-50.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $5,782 | $5,261+9.9% | $4,735+22.1% | $4,762+21.4% |
| Participant deferral / active EE | $11,500 | $7,109+61.8% | $6,709+71.4% | $5,850+96.6% |
| Admin fee / account holder | $124 | $12,120-99.0% | $10,261-98.8% | $11,596-98.9% |