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 | $83,855 | $209,411-60.0% | $178,490-53.0% | $158,922-47.2% |
| Participation rate | 40.0% | 86.3%-46.3pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 67.01% | 188.75%-121.7pp | 151.07%-84.1pp | 302.83%-235.8pp |
| Employer contribution / active EE | $7,885 | $5,706+38.2% | $5,011+57.4% | $4,761+65.6% |
| Participant deferral / active EE | $4,225 | $5,954-29.0% | $5,202-18.8% | $5,982-29.4% |
| Admin fee / account holder | $117 | $17,074-99.3% | $13,984-99.2% | $11,246-99.0% |