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 | $30,883 | $85,766-64.0% | $136,294-77.3% | $70,131-56.0% |
| Participation rate | 36.1% | 74.2%-38.0pp | 81.9%-45.8pp | 69.5%-33.4pp |
| Annual return | 17.63% | 31.45%-13.8pp | 5155.94%-5138.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,225 | $2,966-58.7% | $4,695-73.9% | $2,342-47.7% |
| Participant deferral / active EE | $2,931 | $5,051-42.0% | $6,247-53.1% | $3,332-12.0% |
| Admin fee / account holder | $129 | $5,420-97.6% | $9,243-98.6% | $4,645-97.2% |