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 | $18,486 | $107,334-82.8% | $92,893-80.1% | $152,861-87.9% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.4%-22.4pp |
| Annual return | 14.70% | 145.58%-130.9pp | 109.41%-94.7pp | 345.32%-330.6pp |
| Employer contribution / active EE | $805 | $4,221-80.9% | $3,653-78.0% | $4,762-83.1% |
| Participant deferral / active EE | $2,980 | $4,845-38.5% | $4,236-29.6% | $5,850-49.1% |
| Admin fee / account holder | $119 | $7,079-98.3% | $5,794-97.9% | $11,596-99.0% |