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 | $24,104 | $169,032-85.7% | $129,207-81.3% | $145,922-83.5% |
| Participation rate | 44.4% | 76.4%-32.0pp | 69.6%-25.2pp | 80.3%-35.8pp |
| Annual return | 22.00% | 14330.11%-14308.1pp | 9417.33%-9395.3pp | 561.29%-539.3pp |
| Employer contribution / active EE | $764 | $5,537-86.2% | $4,153-81.6% | $4,660-83.6% |
| Participant deferral / active EE | $2,944 | $4,987-41.0% | $4,168-29.4% | $6,688-56.0% |
| Admin fee / account holder | $36 | $9,954-99.6% | $7,715-99.5% | $13,397-99.7% |