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 | $39,435 | $105,998-62.8% | $92,233-57.2% | $147,584-73.3% |
| Participation rate | 65.0% | 80.4%-15.4pp | 76.5%-11.5pp | 82.8%-17.8pp |
| Annual return | 17.12% | 50.05%-32.9pp | 176.28%-159.2pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,243 | $4,333-71.3% | $3,679-66.2% | $4,876-74.5% |
| Participant deferral / active EE | $1,821 | $4,478-59.3% | $3,897-53.3% | $5,439-66.5% |
| Admin fee / account holder | $160 | $6,332-97.5% | $5,194-96.9% | $10,885-98.5% |