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 | $12,957 | $108,172-88.0% | $77,482-83.3% | $158,922-91.8% |
| Participation rate | 21.4% | 64.4%-43.0pp | 54.2%-32.8pp | 82.0%-60.5pp |
| Annual return | 22.66% | 31.67%-9.0pp | 54.79%-32.1pp | 302.83%-280.2pp |
| Employer contribution / active EE | $509 | $1,325-61.6% | $986-48.4% | $4,761-89.3% |
| Participant deferral / active EE | $732 | $2,456-70.2% | $1,861-60.7% | $5,982-87.8% |
| Admin fee / account holder | $82 | $3,708-97.8% | $2,858-97.1% | $11,246-99.3% |