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 | $22,822 | $99,020-77.0% | $86,590-73.6% | $147,584-84.5% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 15.12% | 1312.34%-1297.2pp | 964.84%-949.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,954 | $3,132-37.6% | $2,839-31.2% | $4,876-59.9% |
| Participant deferral / active EE | $3,586 | $3,972-9.7% | $3,609-0.6% | $5,439-34.1% |
| Admin fee / account holder | $98 | $5,710-98.3% | $4,906-98.0% | $10,885-99.1% |