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 | $8,385 | $65,375-87.2% | - | $152,861-94.5% |
| Participation rate | 45.8% | 72.6%-26.7pp | - | 82.4%-36.6pp |
| Annual return | 22.64% | 27.96%-5.3pp | - | 345.32%-322.7pp |
| Employer contribution / active EE | $952 | $2,747-65.3% | - | $4,762-80.0% |
| Participant deferral / active EE | $1,252 | $4,110-69.5% | - | $5,850-78.6% |
| Admin fee / account holder | $203 | $4,607-95.6% | - | $11,596-98.2% |