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 8-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 | $11,688 | $102,966-88.6% | $90,281-87.1% | $152,861-92.4% |
| Participation rate | 58.3% | 75.9%-17.5pp | 73.3%-14.9pp | 82.4%-24.1pp |
| Annual return | 21.11% | 95.16%-74.1pp | 78.10%-57.0pp | 345.32%-324.2pp |
| Employer contribution / active EE | $976 | $3,139-68.9% | $2,854-65.8% | $4,762-79.5% |
| Participant deferral / active EE | $2,743 | $4,281-35.9% | $3,885-29.4% | $5,850-53.1% |
| Admin fee / account holder | $134 | $6,171-97.8% | $5,351-97.5% | $11,596-98.8% |