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 5-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 | $27,211 | $74,888-63.7% | $71,209-61.8% | $142,382-80.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 24.51% | 345.14%-320.6pp | 282.51%-258.0pp | 217.08%-192.6pp |
| Employer contribution / active EE | $815 | $2,854-71.4% | $2,721-70.0% | $4,299-81.0% |
| Participant deferral / active EE | $1,019 | $4,454-77.1% | $4,175-75.6% | $6,507-84.3% |
| Admin fee / account holder | $283 | $5,568-94.9% | $5,349-94.7% | $12,624-97.8% |