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 | $33,834 | $183,963-81.6% | $162,163-79.1% | $152,861-77.9% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.4%-32.4pp |
| Annual return | 30.21% | 150.76%-120.6pp | 115.59%-85.4pp | 345.32%-315.1pp |
| Employer contribution / active EE | $1,502 | $6,371-76.4% | $5,614-73.3% | $4,762-68.5% |
| Participant deferral / active EE | $3,754 | $8,034-53.3% | $7,298-48.6% | $5,850-35.8% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |