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 | $16,562 | $73,515-77.5% | $62,995-73.7% | $147,584-88.8% |
| Participation rate | 29.4% | 77.9%-48.5pp | 74.8%-45.4pp | 82.8%-53.4pp |
| Annual return | 16.67% | 175.43%-158.8pp | 87.57%-70.9pp | 578.55%-561.9pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,768 | $4,185-57.7% | $3,329-46.9% | $5,439-67.5% |
| Admin fee / account holder | $147 | $5,953-97.5% | $3,600-95.9% | $10,885-98.7% |