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 | $21,037 | $77,899-73.0% | $149,673-85.9% | $75,163-72.0% |
| Participation rate | 33.3% | 65.6%-32.2pp | 78.8%-45.4pp | 67.2%-33.9pp |
| Annual return | 15.92% | 31.72%-15.8pp | 134.42%-118.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $544 | $3,137-82.7% | $4,818-88.7% | $2,670-79.6% |
| Participant deferral / active EE | $950 | $3,411-72.2% | $5,680-83.3% | $4,125-77.0% |
| Admin fee / account holder | $125 | $5,956-97.9% | $13,210-99.1% | $5,651-97.8% |