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 | $53,216 | $99,020-46.3% | $86,590-38.5% | $147,584-63.9% |
| Participation rate | 41.7% | 76.3%-34.7pp | 73.5%-31.9pp | 82.8%-41.2pp |
| Annual return | 18.56% | 1312.34%-1293.8pp | 964.84%-946.3pp | 578.55%-560.0pp |
| Employer contribution / active EE | $661 | $3,132-78.9% | $2,839-76.7% | $4,876-86.4% |
| Participant deferral / active EE | $1,753 | $3,972-55.9% | $3,609-51.4% | $5,439-67.8% |
| Admin fee / account holder | $172 | $5,710-97.0% | $4,906-96.5% | $10,885-98.4% |