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 | $22,396 | $63,346-64.6% | $92,233-75.7% | $70,131-68.1% |
| Participation rate | 26.5% | 68.7%-42.1pp | 76.5%-49.9pp | 69.5%-43.0pp |
| Annual return | 23.53% | 530.12%-506.6pp | 176.28%-152.8pp | 73.14%-49.6pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,851 | $2,854-35.1% | $3,897-52.5% | $3,332-44.5% |
| Admin fee / account holder | $280 | $3,840-92.7% | $5,194-94.6% | $4,645-94.0% |