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 | $49,618 | $53,127-6.6% | $86,590-42.7% | $70,131-29.3% |
| Participation rate | 19.5% | 65.3%-45.8pp | 73.5%-54.0pp | 69.5%-50.0pp |
| Annual return | 17.65% | 27.66%-10.0pp | 964.84%-947.2pp | 73.14%-55.5pp |
| Employer contribution / active EE | $561 | $2,068-72.9% | $2,839-80.2% | $2,342-76.0% |
| Participant deferral / active EE | $903 | $2,696-66.5% | $3,609-75.0% | $3,332-72.9% |
| Admin fee / account holder | $29 | $3,585-99.2% | $4,906-99.4% | $4,645-99.4% |