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 | $27,471 | $109,327-74.9% | $89,391-69.3% | $158,922-82.7% |
| Participation rate | 47.4% | 74.3%-26.9pp | 68.0%-20.6pp | 82.0%-34.6pp |
| Annual return | 20.15% | 345.68%-325.5pp | 245.62%-225.5pp | 302.83%-282.7pp |
| Employer contribution / active EE | $1,219 | $3,170-61.5% | $2,586-52.9% | $4,761-74.4% |
| Participant deferral / active EE | $1,721 | $4,598-62.6% | $3,890-55.8% | $5,982-71.2% |
| Admin fee / account holder | $270 | $6,153-95.6% | $4,881-94.5% | $11,246-97.6% |