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 | $10,717 | $58,234-81.6% | $81,783-86.9% | $80,874-86.7% |
| Participation rate | 51.6% | 63.4%-11.8pp | 72.4%-20.7pp | 67.6%-16.0pp |
| Annual return | 17.61% | 41.70%-24.1pp | 775.05%-757.4pp | 35.62%-18.0pp |
| Employer contribution / active EE | $672 | $2,341-71.3% | $2,913-76.9% | $2,756-75.6% |
| Participant deferral / active EE | $1,449 | $3,283-55.9% | $4,320-66.5% | $4,297-66.3% |
| Admin fee / account holder | $274 | $4,982-94.5% | $7,380-96.3% | $6,935-96.1% |