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 | $13,829 | $102,966-86.6% | $90,281-84.7% | $152,861-91.0% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.4%-49.1pp |
| Annual return | 23.93% | 95.16%-71.2pp | 78.10%-54.2pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,058 | $3,139-66.3% | $2,854-62.9% | $4,762-77.8% |
| Participant deferral / active EE | $1,323 | $4,281-69.1% | $3,885-66.0% | $5,850-77.4% |
| Admin fee / account holder | $87 | $6,171-98.6% | $5,351-98.4% | $11,596-99.3% |