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 | $25,971 | $165,335-84.3% | $149,696-82.7% | $158,922-83.7% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 483.22% | 348.15%+135.1pp | 276.60%+206.6pp | 302.83%+180.4pp |
| Employer contribution / active EE | $2,853 | $5,103-44.1% | $4,644-38.6% | $4,761-40.1% |
| Participant deferral / active EE | $3,015 | $7,181-58.0% | $6,842-55.9% | $5,982-49.6% |
| Admin fee / account holder | $19 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |