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 | $38,547 | $183,963-79.0% | $162,163-76.2% | $152,861-74.8% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.4%-32.4pp |
| Annual return | 33.90% | 150.76%-116.9pp | 115.59%-81.7pp | 345.32%-311.4pp |
| Employer contribution / active EE | $1,574 | $6,371-75.3% | $5,614-72.0% | $4,762-66.9% |
| Participant deferral / active EE | $7,149 | $8,034-11.0% | $7,298-2.0% | $5,850+22.2% |
| Admin fee / account holder | $145 | $13,121-98.9% | $10,843-98.7% | $11,596-98.8% |