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 | $11,178 | $100,852-88.9% | $90,404-87.6% | $158,922-93.0% |
| Participation rate | 35.3% | 75.0%-39.7pp | 72.7%-37.4pp | 82.0%-46.7pp |
| Annual return | 13.54% | 1724.20%-1710.7pp | 1293.02%-1279.5pp | 302.83%-289.3pp |
| Employer contribution / active EE | $460 | $3,689-87.5% | $3,262-85.9% | $4,761-90.3% |
| Participant deferral / active EE | $775 | $4,348-82.2% | $3,963-80.5% | $5,982-87.0% |
| Admin fee / account holder | $134 | $6,501-97.9% | $5,611-97.6% | $11,246-98.8% |