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 | $26,537 | $118,849-77.7% | $96,562-72.5% | $167,490-84.2% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.1pp | 82.1%-15.4pp |
| Annual return | 17.01% | 50.49%-33.5pp | 37.78%-20.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $5,817 | $3,120+86.5% | $2,356+146.9% | $4,837+20.3% |
| Participant deferral / active EE | $4,170 | $4,616-9.7% | $3,849+8.3% | $6,341-34.2% |
| Admin fee / account holder | $213 | $8,065-97.4% | $6,181-96.6% | $12,309-98.3% |