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 | $15,814 | $88,710-82.2% | $81,783-80.7% | $145,959-89.2% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.4%-8.7pp | 80.3%-16.6pp |
| Annual return | 11.44% | 1027.26%-1015.8pp | 775.05%-763.6pp | 561.95%-550.5pp |
| Employer contribution / active EE | $1,891 | $3,083-38.7% | $2,913-35.1% | $4,661-59.4% |
| Participant deferral / active EE | $1,270 | $4,645-72.7% | $4,320-70.6% | $6,689-81.0% |
| Admin fee / account holder | $184 | $8,407-97.8% | $7,380-97.5% | $13,398-98.6% |