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 | $38,212 | $88,751-56.9% | $81,812-53.3% | $145,922-73.8% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 19.59% | 1025.40%-1005.8pp | 773.79%-754.2pp | 561.29%-541.7pp |
| Employer contribution / active EE | $841 | $3,083-72.7% | $2,912-71.1% | $4,660-81.9% |
| Participant deferral / active EE | $1,117 | $4,643-75.9% | $4,319-74.1% | $6,688-83.3% |
| Admin fee / account holder | $130 | $8,415-98.5% | $7,386-98.2% | $13,397-99.0% |