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 9-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 | $24,471 | $110,502-77.9% | $80,716-69.7% | $167,490-85.4% |
| Participation rate | 42.9% | 64.0%-21.1pp | 54.2%-11.3pp | 82.1%-39.2pp |
| Annual return | 12.11% | 120.54%-108.4pp | 87.28%-75.2pp | 478.56%-466.5pp |
| Employer contribution / active EE | $192 | $1,543-87.6% | $1,160-83.5% | $4,837-96.0% |
| Participant deferral / active EE | $1,919 | $2,871-33.2% | $2,146-10.6% | $6,341-69.7% |
| Admin fee / account holder | $243 | $4,545-94.6% | $3,380-92.8% | $12,309-98.0% |