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 | $33,310 | $112,881-70.5% | $90,951-63.4% | $158,922-79.0% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 59.22% | 215.79%-156.6pp | 134.60%-75.4pp | 302.83%-243.6pp |
| Employer contribution / active EE | $4,824 | $2,893+66.7% | $2,122+127.3% | $4,761+1.3% |
| Participant deferral / active EE | $5,856 | $4,128+41.9% | $3,373+73.6% | $5,982-2.1% |
| Admin fee / account holder | $20 | $8,041-99.8% | $5,959-99.7% | $11,246-99.8% |