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 | $27,970 | $150,440-81.4% | $136,294-79.5% | $147,584-81.0% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 19.40% | 1049.08%-1029.7pp | 5155.94%-5136.5pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,339 | $5,256-74.5% | $4,695-71.5% | $4,876-72.5% |
| Participant deferral / active EE | $5,337 | $6,630-19.5% | $6,247-14.6% | $5,439-1.9% |
| Admin fee / account holder | $160 | $10,905-98.5% | $9,243-98.3% | $10,885-98.5% |