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 8-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 | $30,884 | $226,064-86.3% | $182,532-83.1% | $152,861-79.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 26.69% | 192.51%-165.8pp | 148.54%-121.8pp | 345.32%-318.6pp |
| Employer contribution / active EE | $3,330 | $4,978-33.1% | $4,076-18.3% | $4,762-30.1% |
| Participant deferral / active EE | $8,798 | $6,368+38.2% | $5,524+59.3% | $5,850+50.4% |
| Admin fee / account holder | $280 | $10,703-97.4% | $8,592-96.7% | $11,596-97.6% |