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 | $38,214 | $105,998-63.9% | $92,233-58.6% | $147,584-74.1% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 31.42% | 50.05%-18.6pp | 176.28%-144.9pp | 578.55%-547.1pp |
| Employer contribution / active EE | $6,454 | $4,333+48.9% | $3,679+75.4% | $4,876+32.3% |
| Participant deferral / active EE | $2,566 | $4,478-42.7% | $3,897-34.2% | $5,439-52.8% |
| Admin fee / account holder | $253 | $6,332-96.0% | $5,194-95.1% | $10,885-97.7% |