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 | $30,685 | $84,233-63.6% | $170,442-82.0% | $70,131-56.2% |
| Participation rate | 30.8% | 70.8%-40.1pp | 83.6%-52.8pp | 69.5%-38.8pp |
| Annual return | 15.33% | 23.06%-7.7pp | 205.93%-190.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $3,642 | $3,387+7.5% | $5,433-33.0% | $2,342+55.5% |
| Participant deferral / active EE | $2,346 | $3,086-24.0% | $4,939-52.5% | $3,332-29.6% |
| Admin fee / account holder | $203 | $5,698-96.4% | $13,880-98.5% | $4,645-95.6% |