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 | $19,365 | $115,882-83.3% | $100,516-80.7% | $158,922-87.8% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 38.66% | 34.79%+3.9pp | 30.89%+7.8pp | 302.83%-264.2pp |
| Employer contribution / active EE | $790 | $4,103-80.8% | $3,418-76.9% | $4,761-83.4% |
| Participant deferral / active EE | $2,866 | $6,674-57.1% | $6,270-54.3% | $5,982-52.1% |
| Admin fee / account holder | $270 | $10,995-97.5% | $8,081-96.7% | $11,246-97.6% |