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 | $14,994 | $103,949-85.6% | $69,182-78.3% | $273,961-94.5% |
| Participation rate | 34.8% | 67.4%-32.6pp | 55.1%-20.3pp | 83.0%-48.2pp |
| Annual return | 10.38% | 35.28%-24.9pp | -21.93%+32.3pp | 41.45%-31.1pp |
| Employer contribution / active EE | $1,094 | $1,783-38.7% | $1,206-9.3% | $4,869-77.5% |
| Participant deferral / active EE | $2,737 | $2,716+0.7% | $1,897+44.3% | $5,287-48.2% |
| Admin fee / account holder | $235 | $3,671-93.6% | $2,697-91.3% | $10,132-97.7% |