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 | $12,580 | $108,642-88.4% | $74,701-83.2% | $152,861-91.8% |
| Participation rate | 11.1% | 65.3%-54.2pp | 54.5%-43.3pp | 82.4%-71.3pp |
| Annual return | 22.23% | 114.06%-91.8pp | 752.92%-730.7pp | 345.32%-323.1pp |
| Employer contribution / active EE | $287 | $1,503-80.9% | $1,084-73.5% | $4,762-94.0% |
| Participant deferral / active EE | $289 | $2,712-89.3% | $1,964-85.3% | $5,850-95.1% |
| Admin fee / account holder | $92 | $4,902-98.1% | $3,333-97.2% | $11,596-99.2% |