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 | $31,708 | $63,346-49.9% | $92,233-65.6% | $70,131-54.8% |
| Participation rate | 68.6% | 68.7%-0.1pp | 76.5%-7.9pp | 69.5%-1.0pp |
| Annual return | 19.31% | 530.12%-510.8pp | 176.28%-157.0pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,225 | $2,471-50.4% | $3,679-66.7% | $2,342-47.7% |
| Participant deferral / active EE | $2,563 | $2,854-10.2% | $3,897-34.2% | $3,332-23.1% |
| Admin fee / account holder | $142 | $3,840-96.3% | $5,194-97.3% | $4,645-96.9% |