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 | $47,230 | $74,888-36.9% | $71,209-33.7% | $142,382-66.8% |
| Participation rate | 64.3% | 76.2%-11.9pp | 73.8%-9.5pp | 80.1%-15.8pp |
| Annual return | 18.49% | 345.14%-326.6pp | 282.51%-264.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,524 | $2,854-11.6% | $2,721-7.2% | $4,299-41.3% |
| Participant deferral / active EE | $6,757 | $4,454+51.7% | $4,175+61.8% | $6,507+3.8% |
| Admin fee / account holder | -$24 | $5,568-100.4% | $5,349-100.5% | $12,624-100.2% |