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 | $76,817 | $99,020-22.4% | $86,590-11.3% | $147,584-48.0% |
| Participation rate | 22.2% | 76.3%-54.1pp | 73.5%-51.3pp | 82.8%-60.6pp |
| Annual return | 22.84% | 1312.34%-1289.5pp | 964.84%-942.0pp | 578.55%-555.7pp |
| Employer contribution / active EE | $1,143 | $3,132-63.5% | $2,839-59.7% | $4,876-76.6% |
| Participant deferral / active EE | $2,166 | $3,972-45.5% | $3,609-40.0% | $5,439-60.2% |
| Admin fee / account holder | $113 | $5,710-98.0% | $4,906-97.7% | $10,885-99.0% |