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 | $45,556 | $99,020-54.0% | $86,590-47.4% | $147,584-69.1% |
| Participation rate | 63.6% | 76.3%-12.7pp | 73.5%-9.9pp | 82.8%-19.2pp |
| Annual return | 14.65% | 1312.34%-1297.7pp | 964.84%-950.2pp | 578.55%-563.9pp |
| Employer contribution / active EE | $354 | $3,132-88.7% | $2,839-87.5% | $4,876-92.7% |
| Participant deferral / active EE | $745 | $3,972-81.2% | $3,609-79.4% | $5,439-86.3% |
| Admin fee / account holder | $204 | $5,710-96.4% | $4,906-95.8% | $10,885-98.1% |