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 4-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 | $9,331 | $85,022-89.0% | $70,515-86.8% | $139,434-93.3% |
| Participation rate | 36.8% | 73.9%-37.1pp | 68.3%-31.5pp | 80.3%-43.5pp |
| Annual return | 36.27% | 30.38%+5.9pp | 32.77%+3.5pp | 372.94%-336.7pp |
| Employer contribution / active EE | $611 | $3,909-84.4% | $2,973-79.5% | $4,751-87.1% |
| Participant deferral / active EE | $1,648 | $5,890-72.0% | $4,567-63.9% | $6,710-75.4% |
| Admin fee / account holder | $34 | $8,906-99.6% | $6,412-99.5% | $11,403-99.7% |