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 7-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 | $42,223 | $99,877-57.7% | $84,966-50.3% | $145,922-71.1% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 17.35% | 83.76%-66.4pp | 66.38%-49.0pp | 561.29%-543.9pp |
| Employer contribution / active EE | $647 | $3,231-80.0% | $2,727-76.3% | $4,660-86.1% |
| Participant deferral / active EE | $1,240 | $5,291-76.6% | $4,519-72.6% | $6,688-81.5% |
| Admin fee / account holder | $79 | $7,248-98.9% | $6,149-98.7% | $13,397-99.4% |