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 | $39,337 | $105,998-62.9% | $92,233-57.4% | $147,584-73.3% |
| Participation rate | 35.7% | 80.4%-44.7pp | 76.5%-40.8pp | 82.8%-47.1pp |
| Annual return | 17.79% | 50.05%-32.3pp | 176.28%-158.5pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,313 | $4,333-69.7% | $3,679-64.3% | $4,876-73.1% |
| Participant deferral / active EE | $2,341 | $4,478-47.7% | $3,897-39.9% | $5,439-57.0% |
| Admin fee / account holder | $264 | $6,332-95.8% | $5,194-94.9% | $10,885-97.6% |