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 | $23,927 | $110,261-78.3% | $95,745-75.0% | $139,434-82.8% |
| Participation rate | 66.7% | 75.8%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 13.15% | 27.11%-14.0pp | 28.35%-15.2pp | 372.94%-359.8pp |
| Employer contribution / active EE | $1,749 | $3,257-46.3% | $2,835-38.3% | $4,751-63.2% |
| Participant deferral / active EE | $4,369 | $4,676-6.6% | $4,245+2.9% | $6,710-34.9% |
| Admin fee / account holder | $93 | $6,613-98.6% | $5,678-98.4% | $11,403-99.2% |