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 | $66,765 | $81,632-18.2% | $70,449-5.2% | $158,922-58.0% |
| Participation rate | 22.2% | 77.7%-55.5pp | 75.1%-52.8pp | 82.0%-59.7pp |
| Annual return | 17.15% | 208.40%-191.2pp | 109.03%-91.9pp | 302.83%-285.7pp |
| Employer contribution / active EE | $716 | $3,217-77.8% | $2,737-73.8% | $4,761-85.0% |
| Participant deferral / active EE | $1,163 | $4,554-74.5% | $3,709-68.6% | $5,982-80.6% |
| Admin fee / account holder | $59 | $6,193-99.0% | $3,845-98.5% | $11,246-99.5% |