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 | $39,267 | $85,202-53.9% | $172,739-77.3% | $72,985-46.2% |
| Participation rate | 67.9% | 70.1%-2.2pp | 82.6%-14.8pp | 69.5%-1.6pp |
| Annual return | 23.33% | 27.32%-4.0pp | 802.84%-779.5pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,145 | $3,324-65.6% | $5,143-77.7% | $2,440-53.1% |
| Participant deferral / active EE | $1,787 | $3,260-45.2% | $5,198-65.6% | $3,607-50.5% |
| Admin fee / account holder | $26 | $5,884-99.6% | $13,954-99.8% | $5,124-99.5% |