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 | $44,190 | $159,901-72.4% | $146,958-69.9% | $145,922-69.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 15.77% | 98.13%-82.4pp | 418.34%-402.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $2,951 | $5,286-44.2% | $4,933-40.2% | $4,660-36.7% |
| Participant deferral / active EE | $8,128 | $8,428-3.6% | $8,070+0.7% | $6,688+21.5% |
| Admin fee / account holder | $138 | $15,044-99.1% | $12,998-98.9% | $13,397-99.0% |