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 | $33,205 | $99,020-66.5% | $86,590-61.7% | $147,584-77.5% |
| Participation rate | 40.0% | 76.3%-36.3pp | 73.5%-33.5pp | 82.8%-42.8pp |
| Annual return | 13.49% | 1312.34%-1298.8pp | 964.84%-951.4pp | 578.55%-565.1pp |
| Employer contribution / active EE | $995 | $3,132-68.2% | $2,839-65.0% | $4,876-79.6% |
| Participant deferral / active EE | $1,815 | $3,972-54.3% | $3,609-49.7% | $5,439-66.6% |
| Admin fee / account holder | $292 | $5,710-94.9% | $4,906-94.1% | $10,885-97.3% |