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 | $24,873 | $110,809-77.6% | $86,874-71.4% | $167,490-85.1% |
| Participation rate | 53.3% | 75.8%-22.5pp | 71.6%-18.3pp | 82.1%-28.8pp |
| Annual return | 13.12% | 116.98%-103.9pp | 63.52%-50.4pp | 478.56%-465.4pp |
| Employer contribution / active EE | $1,033 | $3,244-68.2% | $2,495-58.6% | $4,837-78.6% |
| Participant deferral / active EE | $1,775 | $4,546-60.9% | $3,699-52.0% | $6,341-72.0% |
| Admin fee / account holder | $195 | $8,415-97.7% | $5,828-96.7% | $12,309-98.4% |