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 | $27,470 | $112,881-75.7% | $90,951-69.8% | $158,922-82.7% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 16.29% | 215.79%-199.5pp | 134.60%-118.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,295 | $2,893-20.7% | $2,122+8.2% | $4,761-51.8% |
| Participant deferral / active EE | $2,823 | $4,128-31.6% | $3,373-16.3% | $5,982-52.8% |
| Admin fee / account holder | $111 | $8,041-98.6% | $5,959-98.1% | $11,246-99.0% |