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 | $30,381 | $104,907-71.0% | $84,611-64.1% | $152,861-80.1% |
| Participation rate | 53.8% | 74.8%-21.0pp | 68.2%-14.4pp | 82.4%-28.6pp |
| Annual return | 31.49% | 373.79%-342.3pp | 258.74%-227.2pp | 345.32%-313.8pp |
| Employer contribution / active EE | $3,037 | $3,302-8.0% | $2,652+14.5% | $4,762-36.2% |
| Participant deferral / active EE | $5,830 | $4,688+24.4% | $3,899+49.5% | $5,850-0.3% |
| Admin fee / account holder | $293 | $6,241-95.3% | $4,912-94.0% | $11,596-97.5% |