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 | $25,768 | $169,032-84.8% | $129,207-80.1% | $145,922-82.3% |
| Participation rate | 63.6% | 76.4%-12.8pp | 69.6%-6.0pp | 80.3%-16.6pp |
| Annual return | 12.54% | 14330.11%-14317.6pp | 9417.33%-9404.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,112 | $5,537-79.9% | $4,153-73.2% | $4,660-76.1% |
| Participant deferral / active EE | $2,054 | $4,987-58.8% | $4,168-50.7% | $6,688-69.3% |
| Admin fee / account holder | $19 | $9,954-99.8% | $7,715-99.7% | $13,397-99.9% |