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 | $38,842 | $202,432-80.8% | $169,368-77.1% | $139,434-72.1% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 20.68% | 531.74%-511.1pp | 405.60%-384.9pp | 372.94%-352.3pp |
| Employer contribution / active EE | $2,244 | $4,692-52.2% | $4,013-44.1% | $4,751-52.8% |
| Participant deferral / active EE | $10,639 | $6,938+53.3% | $6,221+71.0% | $6,710+58.6% |
| Admin fee / account holder | $224 | $10,708-97.9% | $9,003-97.5% | $11,403-98.0% |