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 | $56,978 | $198,466-71.3% | $170,442-66.6% | $147,584-61.4% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 13.45% | 257.29%-243.8pp | 205.93%-192.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $1,874 | $6,184-69.7% | $5,433-65.5% | $4,876-61.6% |
| Participant deferral / active EE | $3,722 | $5,629-33.9% | $4,939-24.6% | $5,439-31.6% |
| Admin fee / account holder | $42 | $16,852-99.8% | $13,880-99.7% | $10,885-99.6% |