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 | $21,066 | $118,849-82.3% | $96,562-78.2% | $167,490-87.4% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 17.71% | 50.49%-32.8pp | 37.78%-20.1pp | 478.56%-460.9pp |
| Employer contribution / active EE | $920 | $3,120-70.5% | $2,356-61.0% | $4,837-81.0% |
| Participant deferral / active EE | $2,291 | $4,616-50.4% | $3,849-40.5% | $6,341-63.9% |
| Admin fee / account holder | $47 | $8,065-99.4% | $6,181-99.2% | $12,309-99.6% |