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 | $38,217 | $159,901-76.1% | $146,958-74.0% | $145,922-73.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.72% | 98.13%-81.4pp | 418.34%-401.6pp | 561.29%-544.6pp |
| Employer contribution / active EE | $3,607 | $5,286-31.8% | $4,933-26.9% | $4,660-22.6% |
| Participant deferral / active EE | $5,092 | $8,428-39.6% | $8,070-36.9% | $6,688-23.9% |
| Admin fee / account holder | $222 | $15,044-98.5% | $12,998-98.3% | $13,397-98.3% |