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 | $29,618 | $176,056-83.2% | $159,436-81.4% | $167,490-82.3% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 65.77% | 331.75%-266.0pp | 263.57%-197.8pp | 478.56%-412.8pp |
| Employer contribution / active EE | $1,602 | $5,297-69.8% | $4,829-66.8% | $4,837-66.9% |
| Participant deferral / active EE | $9,263 | $7,750+19.5% | $7,352+26.0% | $6,341+46.1% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |