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 | $24,512 | $63,346-61.3% | $92,233-73.4% | $70,131-65.0% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 23.93% | 530.12%-506.2pp | 176.28%-152.4pp | 73.14%-49.2pp |
| Employer contribution / active EE | $1,971 | $2,471-20.2% | $3,679-46.4% | $2,342-15.9% |
| Participant deferral / active EE | $3,965 | $2,854+38.9% | $3,897+1.7% | $3,332+19.0% |
| Admin fee / account holder | $250 | $3,840-93.5% | $5,194-95.2% | $4,645-94.6% |