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 | $40,405 | $85,766-52.9% | $136,294-70.4% | $70,131-42.4% |
| Participation rate | 51.6% | 74.2%-22.5pp | 81.9%-30.3pp | 69.5%-17.9pp |
| Annual return | 14.65% | 31.45%-16.8pp | 5155.94%-5141.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,586 | $2,966-46.5% | $4,695-66.2% | $2,342-32.3% |
| Participant deferral / active EE | $3,599 | $5,051-28.7% | $6,247-42.4% | $3,332+8.0% |
| Admin fee / account holder | $114 | $5,420-97.9% | $9,243-98.8% | $4,645-97.5% |