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 | $23,755 | $157,256-84.9% | $141,162-83.2% | $152,861-84.5% |
| Participation rate | 45.5% | 84.8%-39.4pp | 82.5%-37.0pp | 82.4%-37.0pp |
| Annual return | 28.17% | 64.32%-36.1pp | 71.39%-43.2pp | 345.32%-317.1pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,817 | $7,109-60.4% | $6,709-58.0% | $5,850-51.8% |
| Admin fee / account holder | $105 | $12,120-99.1% | $10,261-99.0% | $11,596-99.1% |