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 | $40,888 | $226,064-81.9% | $182,532-77.6% | $152,861-73.3% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.4%-32.4pp |
| Annual return | 39.81% | 192.51%-152.7pp | 148.54%-108.7pp | 345.32%-305.5pp |
| Employer contribution / active EE | $4,375 | $4,978-12.1% | $4,076+7.3% | $4,762-8.1% |
| Participant deferral / active EE | $9,500 | $6,368+49.2% | $5,524+72.0% | $5,850+62.4% |
| Admin fee / account holder | $92 | $10,703-99.1% | $8,592-98.9% | $11,596-99.2% |