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 5-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 | $51,325 | $102,604-50.0% | $86,188-40.4% | $139,434-63.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 345.80% | 1922.51%-1576.7pp | 1168.45%-822.7pp | 372.94%-27.1pp |
| Employer contribution / active EE | $7,626 | $3,032+151.5% | $2,380+220.4% | $4,751+60.5% |
| Participant deferral / active EE | $8,320 | $4,676+77.9% | $3,985+108.8% | $6,710+24.0% |
| Admin fee / account holder | $224 | $8,657-97.4% | $6,852-96.7% | $11,403-98.0% |