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 7-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 | $9,245 | $96,305-90.4% | $80,569-88.5% | $139,434-93.4% |
| Participation rate | 62.5% | 73.6%-11.1pp | 67.0%-4.5pp | 80.3%-17.8pp |
| Annual return | 16.33% | 1350.08%-1333.8pp | 935.43%-919.1pp | 372.94%-356.6pp |
| Employer contribution / active EE | $891 | $3,262-72.7% | $2,723-67.3% | $4,751-81.3% |
| Participant deferral / active EE | $2,386 | $5,232-54.4% | $4,447-46.3% | $6,710-64.4% |
| Admin fee / account holder | $152 | $6,599-97.7% | $5,377-97.2% | $11,403-98.7% |