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 | $25,163 | $100,852-75.0% | $90,404-72.2% | $158,922-84.2% |
| Participation rate | 61.5% | 75.0%-13.5pp | 72.7%-11.1pp | 82.0%-20.4pp |
| Annual return | 24.07% | 1724.20%-1700.1pp | 1293.02%-1268.9pp | 302.83%-278.8pp |
| Employer contribution / active EE | $431 | $3,689-88.3% | $3,262-86.8% | $4,761-90.9% |
| Participant deferral / active EE | $1,262 | $4,348-71.0% | $3,963-68.1% | $5,982-78.9% |
| Admin fee / account holder | $252 | $6,501-96.1% | $5,611-95.5% | $11,246-97.8% |