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 | $34,851 | $102,604-66.0% | $86,188-59.6% | $139,434-75.0% |
| Participation rate | 53.8% | 74.5%-20.6pp | 69.0%-15.1pp | 80.3%-26.5pp |
| Annual return | 14.45% | 1922.51%-1908.1pp | 1168.45%-1154.0pp | 372.94%-358.5pp |
| Employer contribution / active EE | $793 | $3,032-73.8% | $2,380-66.7% | $4,751-83.3% |
| Participant deferral / active EE | $1,632 | $4,676-65.1% | $3,985-59.0% | $6,710-75.7% |
| Admin fee / account holder | $283 | $8,657-96.7% | $6,852-95.9% | $11,403-97.5% |