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 | $33,399 | $96,557-65.4% | $80,975-58.8% | $273,961-87.8% |
| Participation rate | 15.0% | 79.1%-64.1pp | 75.8%-60.8pp | 83.0%-68.0pp |
| Annual return | 25.26% | 15.14%+10.1pp | 17.10%+8.2pp | 41.45%-16.2pp |
| Employer contribution / active EE | $678 | $4,868-86.1% | $3,714-81.7% | $4,869-86.1% |
| Participant deferral / active EE | $1,992 | $6,598-69.8% | $5,696-65.0% | $5,287-62.3% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |