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 5-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 | $53,417 | $88,710-39.8% | $81,783-34.7% | $145,959-63.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 15.44% | 1027.26%-1011.8pp | 775.05%-759.6pp | 561.95%-546.5pp |
| Employer contribution / active EE | $753 | $3,083-75.6% | $2,913-74.1% | $4,661-83.8% |
| Participant deferral / active EE | $3,527 | $4,645-24.1% | $4,320-18.4% | $6,689-47.3% |
| Admin fee / account holder | $91 | $8,407-98.9% | $7,380-98.8% | $13,398-99.3% |