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 | $28,426 | $118,849-76.1% | $96,562-70.6% | $167,490-83.0% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 11.34% | 50.49%-39.1pp | 37.78%-26.4pp | 478.56%-467.2pp |
| Employer contribution / active EE | $554 | $3,120-82.2% | $2,356-76.5% | $4,837-88.5% |
| Participant deferral / active EE | $1,738 | $4,616-62.4% | $3,849-54.9% | $6,341-72.6% |
| Admin fee / account holder | $235 | $8,065-97.1% | $6,181-96.2% | $12,309-98.1% |