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 | $13,814 | $65,685-79.0% | $57,179-75.8% | $273,961-95.0% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.3%-25.3pp | 83.0%-33.0pp |
| Annual return | 16.90% | 21.99%-5.1pp | 14.59%+2.3pp | 41.45%-24.6pp |
| Employer contribution / active EE | $1,106 | $3,279-66.3% | $2,682-58.8% | $4,869-77.3% |
| Participant deferral / active EE | $1,250 | $3,782-66.9% | $3,096-59.6% | $5,287-76.4% |
| Admin fee / account holder | $85 | $4,835-98.2% | $3,139-97.3% | $10,132-99.2% |