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 | $32,846 | $48,570-32.4% | $130,648-74.9% | $72,985-55.0% |
| Participation rate | 43.5% | 58.6%-15.1pp | 71.7%-28.3pp | 69.5%-26.0pp |
| Annual return | 23.14% | 38.63%-15.5pp | 1708.96%-1685.8pp | 81.00%-57.9pp |
| Employer contribution / active EE | $353 | $1,334-73.6% | $4,092-91.4% | $2,440-85.5% |
| Participant deferral / active EE | $2,480 | $2,384+4.1% | $3,603-31.2% | $3,607-31.2% |
| Admin fee / account holder | $159 | $3,549-95.5% | $5,464-97.1% | $5,124-96.9% |