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 7-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 | $55,535 | $154,117-64.0% | $129,995-57.3% | $139,434-60.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 19.48% | 32.48%-13.0pp | -137.18%+156.7pp | 372.94%-353.5pp |
| Employer contribution / active EE | $1,936 | $5,289-63.4% | $4,320-55.2% | $4,751-59.3% |
| Participant deferral / active EE | $5,420 | $6,710-19.2% | $5,820-6.9% | $6,710-19.2% |
| Admin fee / account holder | $264 | $14,007-98.1% | $10,614-97.5% | $11,403-97.7% |