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 | $18,637 | $104,907-82.2% | $84,611-78.0% | $152,861-87.8% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.4%-32.4pp |
| Annual return | 22.39% | 373.79%-351.4pp | 258.74%-236.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,011 | $3,302-69.4% | $2,652-61.9% | $4,762-78.8% |
| Participant deferral / active EE | $1,407 | $4,688-70.0% | $3,899-63.9% | $5,850-76.0% |
| Admin fee / account holder | $291 | $6,241-95.3% | $4,912-94.1% | $11,596-97.5% |