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 | $14,753 | $114,047-87.1% | $96,139-84.7% | $167,490-91.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 20.29% | 189.88%-169.6pp | 191.94%-171.7pp | 478.56%-458.3pp |
| Employer contribution / active EE | $1,221 | $3,427-64.4% | $2,797-56.4% | $4,837-74.8% |
| Participant deferral / active EE | $3,431 | $5,194-33.9% | $4,349-21.1% | $6,341-45.9% |
| Admin fee / account holder | $284 | $6,897-95.9% | $5,537-94.9% | $12,309-97.7% |