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 | $27,978 | $56,317-50.3% | $71,209-60.7% | $74,304-62.3% |
| Participation rate | 34.7% | 55.1%-20.5pp | 73.8%-39.1pp | 60.3%-25.7pp |
| Annual return | 20.78% | 42.83%-22.1pp | 282.51%-261.7pp | 29.43%-8.7pp |
| Employer contribution / active EE | $551 | $2,160-74.5% | $2,721-79.7% | $2,241-75.4% |
| Participant deferral / active EE | $2,042 | $2,788-26.7% | $4,175-51.1% | $3,767-45.8% |
| Admin fee / account holder | $38 | $2,290-98.4% | $5,349-99.3% | $2,969-98.7% |