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 | $23,041 | $73,515-68.7% | $62,995-63.4% | $147,584-84.4% |
| Participation rate | 53.8% | 77.9%-24.0pp | 74.8%-21.0pp | 82.8%-29.0pp |
| Annual return | 12.82% | 175.43%-162.6pp | 87.57%-74.8pp | 578.55%-565.7pp |
| Employer contribution / active EE | $1,139 | $3,320-65.7% | $2,759-58.7% | $4,876-76.6% |
| Participant deferral / active EE | $1,820 | $4,185-56.5% | $3,329-45.3% | $5,439-66.5% |
| Admin fee / account holder | $85 | $5,953-98.6% | $3,600-97.6% | $10,885-99.2% |