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 | $27,666 | $85,766-67.7% | $136,294-79.7% | $70,131-60.6% |
| Participation rate | 68.6% | 74.2%-5.6pp | 81.9%-13.3pp | 69.5%-1.0pp |
| Annual return | 25.34% | 31.45%-6.1pp | 5155.94%-5130.6pp | 73.14%-47.8pp |
| Employer contribution / active EE | $1,686 | $2,966-43.2% | $4,695-64.1% | $2,342-28.0% |
| Participant deferral / active EE | $5,721 | $5,051+13.3% | $6,247-8.4% | $3,332+71.7% |
| Admin fee / account holder | $123 | $5,420-97.7% | $9,243-98.7% | $4,645-97.4% |