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 | $29,611 | $85,202-65.2% | $172,739-82.9% | $72,985-59.4% |
| Participation rate | 69.0% | 70.1%-1.1pp | 82.6%-13.7pp | 69.5%-0.5pp |
| Annual return | 18.73% | 27.32%-8.6pp | 802.84%-784.1pp | 81.00%-62.3pp |
| Employer contribution / active EE | $808 | $3,324-75.7% | $5,143-84.3% | $2,440-66.9% |
| Participant deferral / active EE | $2,319 | $3,260-28.9% | $5,198-55.4% | $3,607-35.7% |
| Admin fee / account holder | $51 | $5,884-99.1% | $13,954-99.6% | $5,124-99.0% |