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 4-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 | $43,644 | $140,940-69.0% | $112,229-61.1% | $139,434-68.7% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 591.80% | 32.71%+559.1pp | 30.20%+561.6pp | 372.94%+218.9pp |
| Employer contribution / active EE | $5,685 | $4,283+32.7% | $3,430+65.7% | $4,751+19.7% |
| Participant deferral / active EE | $16,397 | $5,874+179.1% | $4,798+241.8% | $6,710+144.4% |
| Admin fee / account holder | $76 | $9,954-99.2% | $7,748-99.0% | $11,403-99.3% |