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 | $32,106 | $112,881-71.6% | $90,951-64.7% | $158,922-79.8% |
| Participation rate | 56.3% | 74.7%-18.5pp | 69.0%-12.8pp | 82.0%-25.7pp |
| Annual return | 39.16% | 215.79%-176.6pp | 134.60%-95.4pp | 302.83%-263.7pp |
| Employer contribution / active EE | $1,709 | $2,893-40.9% | $2,122-19.5% | $4,761-64.1% |
| Participant deferral / active EE | $2,433 | $4,128-41.0% | $3,373-27.9% | $5,982-59.3% |
| Admin fee / account holder | $179 | $8,041-97.8% | $5,959-97.0% | $11,246-98.4% |