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 9-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 | $17,347 | $81,248-78.6% | $155,509-88.8% | $80,856-78.5% |
| Participation rate | 68.8% | 66.2%+2.5pp | 78.2%-9.4pp | 67.6%+1.1pp |
| Annual return | 13.22% | 33.31%-20.1pp | 64.67%-51.4pp | 35.59%-22.4pp |
| Employer contribution / active EE | $495 | $3,100-84.0% | $4,672-89.4% | $2,755-82.0% |
| Participant deferral / active EE | $1,727 | $3,452-50.0% | $5,626-69.3% | $4,296-59.8% |
| Admin fee / account holder | $142 | $7,997-98.2% | $15,912-99.1% | $6,918-98.0% |