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 6-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 | $38,344 | $176,056-78.2% | $159,436-76.0% | $167,490-77.1% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 15.31% | 331.75%-316.4pp | 263.57%-248.3pp | 478.56%-463.2pp |
| Employer contribution / active EE | $3,817 | $5,297-27.9% | $4,829-21.0% | $4,837-21.1% |
| Participant deferral / active EE | $9,833 | $7,750+26.9% | $7,352+33.7% | $6,341+55.1% |
| Admin fee / account holder | $94 | $12,554-99.3% | $10,799-99.1% | $12,309-99.2% |