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 6-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 | $35,748 | $197,591-81.9% | $177,821-79.9% | $158,922-77.5% |
| Participation rate | 41.7% | 88.5%-46.9pp | 87.7%-46.1pp | 82.0%-40.3pp |
| Annual return | 137.69% | 58.76%+78.9pp | 48.32%+89.4pp | 302.83%-165.1pp |
| Employer contribution / active EE | $9,189 | $6,697+37.2% | $5,918+55.3% | $4,761+93.0% |
| Participant deferral / active EE | $3,244 | $8,405-61.4% | $7,714-57.9% | $5,982-45.8% |
| Admin fee / account holder | $48 | $15,399-99.7% | $12,427-99.6% | $11,246-99.6% |