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 | $26,791 | $100,852-73.4% | $90,404-70.4% | $158,922-83.1% |
| Participation rate | 47.4% | 75.0%-27.7pp | 72.7%-25.3pp | 82.0%-34.6pp |
| Annual return | 18.10% | 1724.20%-1706.1pp | 1293.02%-1274.9pp | 302.83%-284.7pp |
| Employer contribution / active EE | $503 | $3,689-86.4% | $3,262-84.6% | $4,761-89.4% |
| Participant deferral / active EE | $1,018 | $4,348-76.6% | $3,963-74.3% | $5,982-83.0% |
| Admin fee / account holder | $282 | $6,501-95.7% | $5,611-95.0% | $11,246-97.5% |