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 | $9,897 | $37,426-73.6% | $77,482-87.2% | $79,858-87.6% |
| Participation rate | 15.8% | 41.5%-25.7pp | 54.2%-38.4pp | 69.6%-53.8pp |
| Annual return | 28.19% | 39.70%-11.5pp | 54.79%-26.6pp | 31.71%-3.5pp |
| Employer contribution / active EE | $288 | $637-54.8% | $986-70.8% | $2,471-88.3% |
| Participant deferral / active EE | $385 | $1,260-69.4% | $1,861-79.3% | $3,740-89.7% |
| Admin fee / account holder | $77 | $2,504-96.9% | $2,858-97.3% | $5,306-98.6% |