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 | $28,343 | $226,064-87.5% | $182,532-84.5% | $152,861-81.5% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 13.81% | 192.51%-178.7pp | 148.54%-134.7pp | 345.32%-331.5pp |
| Employer contribution / active EE | $2,705 | $4,978-45.7% | $4,076-33.6% | $4,762-43.2% |
| Participant deferral / active EE | $8,284 | $6,368+30.1% | $5,524+50.0% | $5,850+41.6% |
| Admin fee / account holder | $118 | $10,703-98.9% | $8,592-98.6% | $11,596-99.0% |