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 | $10,366 | $102,966-89.9% | $90,281-88.5% | $152,861-93.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 30.35% | 95.16%-64.8pp | 78.10%-47.8pp | 345.32%-315.0pp |
| Employer contribution / active EE | $842 | $3,139-73.2% | $2,854-70.5% | $4,762-82.3% |
| Participant deferral / active EE | $1,915 | $4,281-55.3% | $3,885-50.7% | $5,850-67.3% |
| Admin fee / account holder | $137 | $6,171-97.8% | $5,351-97.4% | $11,596-98.8% |