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 | $39,160 | $198,466-80.3% | $170,442-77.0% | $147,584-73.5% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 21.68% | 257.29%-235.6pp | 205.93%-184.3pp | 578.55%-556.9pp |
| Employer contribution / active EE | $4,225 | $6,184-31.7% | $5,433-22.2% | $4,876-13.3% |
| Participant deferral / active EE | $13,600 | $5,629+141.6% | $4,939+175.3% | $5,439+150.1% |
| Admin fee / account holder | $217 | $16,852-98.7% | $13,880-98.4% | $10,885-98.0% |