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 8-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 | $53,247 | $180,449-70.5% | $154,107-65.4% | $135,375-60.7% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | 59.75% | 888.09%-828.3pp | 735.12%-675.4pp | 519.73%-460.0pp |
| Employer contribution / active EE | $2,127 | $6,035-64.8% | $5,298-59.9% | $4,779-55.5% |
| Participant deferral / active EE | $3,888 | $5,806-33.0% | $5,081-23.5% | $5,609-30.7% |
| Admin fee / account holder | $290 | $16,143-98.2% | $13,411-97.8% | $10,827-97.3% |