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 3-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 | $35,766 | $149,040-76.0% | $120,225-70.3% | $137,256-73.9% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 17.83% | 605.68%-587.9pp | 439.23%-421.4pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,103 | $4,350-51.7% | $3,475-39.5% | $4,156-49.4% |
| Participant deferral / active EE | $4,983 | $4,655+7.0% | $3,999+24.6% | $6,407-22.2% |
| Admin fee / account holder | $70 | $6,348-98.9% | $5,696-98.8% | $12,270-99.4% |