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 10-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 | $29,301 | $100,901-71.0% | $75,670-61.3% | $147,584-80.1% |
| Participation rate | 27.3% | 77.1%-49.9pp | 72.3%-45.1pp | 82.8%-55.6pp |
| Annual return | 23.77% | 35.78%-12.0pp | 27.34%-3.6pp | 578.55%-554.8pp |
| Employer contribution / active EE | $674 | $3,253-79.3% | $2,352-71.3% | $4,876-86.2% |
| Participant deferral / active EE | $3,821 | $4,027-5.1% | $3,142+21.6% | $5,439-29.7% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |