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 | $33,254 | $112,096-70.3% | $95,952-65.3% | $158,922-79.1% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 19.91% | 171.09%-151.2pp | 91.61%-71.7pp | 302.83%-282.9pp |
| Employer contribution / active EE | $1,068 | $3,198-66.6% | $2,541-58.0% | $4,761-77.6% |
| Participant deferral / active EE | $1,605 | $4,784-66.5% | $4,167-61.5% | $5,982-73.2% |
| Admin fee / account holder | $60 | $10,130-99.4% | $6,795-99.1% | $11,246-99.5% |