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 | $17,571 | $107,334-83.6% | $92,893-81.1% | $152,861-88.5% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 29.79% | 145.58%-115.8pp | 109.41%-79.6pp | 345.32%-315.5pp |
| Employer contribution / active EE | $1,465 | $4,221-65.3% | $3,653-59.9% | $4,762-69.2% |
| Participant deferral / active EE | $3,712 | $4,845-23.4% | $4,236-12.4% | $5,850-36.5% |
| Admin fee / account holder | $19 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |