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 | $35,225 | $103,966-66.1% | $112,887-68.8% | $75,163-53.1% |
| Participation rate | 41.4% | 75.7%-34.3pp | 80.5%-39.1pp | 67.2%-25.8pp |
| Annual return | 22.84% | 24.54%-1.7pp | 34.10%-11.3pp | 160.62%-137.8pp |
| Employer contribution / active EE | $1,101 | $3,870-71.6% | $4,563-75.9% | $2,670-58.8% |
| Participant deferral / active EE | $2,658 | $5,456-51.3% | $6,513-59.2% | $4,125-35.6% |
| Admin fee / account holder | $115 | $7,663-98.5% | $7,047-98.4% | $5,651-98.0% |