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 | $14,670 | $81,632-82.0% | $70,449-79.2% | $158,922-90.8% |
| Participation rate | 58.8% | 77.7%-18.9pp | 75.1%-16.2pp | 82.0%-23.1pp |
| Annual return | 21.62% | 208.40%-186.8pp | 109.03%-87.4pp | 302.83%-281.2pp |
| Employer contribution / active EE | $678 | $3,217-78.9% | $2,737-75.2% | $4,761-85.8% |
| Participant deferral / active EE | $2,226 | $4,554-51.1% | $3,709-40.0% | $5,982-62.8% |
| Admin fee / account holder | $238 | $6,193-96.2% | $3,845-93.8% | $11,246-97.9% |