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 | $22,699 | $135,952-83.3% | $123,892-81.7% | $273,961-91.7% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 249.95% | 56.63%+193.3pp | 47.52%+202.4pp | 41.45%+208.5pp |
| Employer contribution / active EE | $5,211 | $5,170+0.8% | $4,617+12.9% | $4,869+7.0% |
| Participant deferral / active EE | $5,404 | $6,343-14.8% | $5,984-9.7% | $5,287+2.2% |
| Admin fee / account holder | $33 | $9,817-99.7% | $8,357-99.6% | $10,132-99.7% |