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 9-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 | $80,615 | $105,998-23.9% | $92,233-12.6% | $147,584-45.4% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 14.22% | 50.05%-35.8pp | 176.28%-162.1pp | 578.55%-564.3pp |
| Employer contribution / active EE | $5,207 | $4,333+20.2% | $3,679+41.5% | $4,876+6.8% |
| Participant deferral / active EE | $8,764 | $4,478+95.7% | $3,897+124.9% | $5,439+61.1% |
| Admin fee / account holder | $30 | $6,332-99.5% | $5,194-99.4% | $10,885-99.7% |