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 3-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 | $48,683 | $159,901-69.6% | $146,958-66.9% | $145,922-66.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 26.80% | 98.13%-71.3pp | 418.34%-391.5pp | 561.29%-534.5pp |
| Employer contribution / active EE | $5,416 | $5,286+2.5% | $4,933+9.8% | $4,660+16.2% |
| Participant deferral / active EE | $14,351 | $8,428+70.3% | $8,070+77.8% | $6,688+114.6% |
| Admin fee / account holder | $20 | $15,044-99.9% | $12,998-99.8% | $13,397-99.9% |