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 | $16,753 | $104,907-84.0% | $84,611-80.2% | $152,861-89.0% |
| Participation rate | 35.0% | 74.8%-39.8pp | 68.2%-33.2pp | 82.4%-47.4pp |
| Annual return | 25.35% | 373.79%-348.4pp | 258.74%-233.4pp | 345.32%-320.0pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,321 | $4,688-71.8% | $3,899-66.1% | $5,850-77.4% |
| Admin fee / account holder | $83 | $6,241-98.7% | $4,912-98.3% | $11,596-99.3% |