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 | $53,144 | $198,466-73.2% | $170,442-68.8% | $147,584-64.0% |
| Participation rate | 68.2% | 88.0%-19.8pp | 83.6%-15.4pp | 82.8%-14.6pp |
| Annual return | 23.50% | 257.29%-233.8pp | 205.93%-182.4pp | 578.55%-555.0pp |
| Employer contribution / active EE | $1,510 | $6,184-75.6% | $5,433-72.2% | $4,876-69.0% |
| Participant deferral / active EE | $3,156 | $5,629-43.9% | $4,939-36.1% | $5,439-42.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |