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 | $53,942 | $169,032-68.1% | $129,207-58.3% | $145,922-63.0% |
| Participation rate | 25.0% | 76.4%-51.4pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | 14.49% | 14330.11%-14315.6pp | 9417.33%-9402.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $995 | $5,537-82.0% | $4,153-76.0% | $4,660-78.6% |
| Participant deferral / active EE | $1,391 | $4,987-72.1% | $4,168-66.6% | $6,688-79.2% |
| Admin fee / account holder | $24 | $9,954-99.8% | $7,715-99.7% | $13,397-99.8% |