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 | $53,280 | $99,652-46.5% | $78,778-32.4% | $147,584-63.9% |
| Participation rate | 12.5% | 76.2%-63.7pp | 69.2%-56.7pp | 82.8%-70.3pp |
| Annual return | 17.74% | 47.28%-29.5pp | 35.62%-17.9pp | 578.55%-560.8pp |
| Employer contribution / active EE | $602 | $2,796-78.5% | $1,986-69.7% | $4,876-87.7% |
| Participant deferral / active EE | $2,250 | $3,664-38.6% | $2,958-23.9% | $5,439-58.6% |
| Admin fee / account holder | $155 | $7,155-97.8% | $5,134-97.0% | $10,885-98.6% |