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 | $29,500 | $83,337-64.6% | $67,834-56.5% | $273,961-89.2% |
| Participation rate | 25.0% | 76.4%-51.4pp | 68.8%-43.8pp | 83.0%-58.0pp |
| Annual return | 64.57% | 259.45%-194.9pp | 138.47%-73.9pp | 41.45%+23.1pp |
| Employer contribution / active EE | $2,164 | $3,287-34.2% | $2,403-9.9% | $4,869-55.5% |
| Participant deferral / active EE | $4,281 | $4,088+4.7% | $3,160+35.5% | $5,287-19.0% |
| Admin fee / account holder | $67 | $6,752-99.0% | $4,622-98.6% | $10,132-99.3% |