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 | $18,960 | $107,334-82.3% | $92,893-79.6% | $152,861-87.6% |
| Participation rate | 61.1% | 79.8%-18.7pp | 76.0%-14.9pp | 82.4%-21.3pp |
| Annual return | 17.83% | 145.58%-127.8pp | 109.41%-91.6pp | 345.32%-327.5pp |
| Employer contribution / active EE | $1,333 | $4,221-68.4% | $3,653-63.5% | $4,762-72.0% |
| Participant deferral / active EE | $3,964 | $4,845-18.2% | $4,236-6.4% | $5,850-32.2% |
| Admin fee / account holder | $182 | $7,079-97.4% | $5,794-96.9% | $11,596-98.4% |