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 6-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 | $19,443 | $99,877-80.5% | $84,966-77.1% | $145,922-86.7% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-46.9pp |
| Annual return | 14.72% | 83.76%-69.0pp | 66.38%-51.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $418 | $3,231-87.1% | $2,727-84.7% | $4,660-91.0% |
| Participant deferral / active EE | $1,215 | $5,291-77.0% | $4,519-73.1% | $6,688-81.8% |
| Admin fee / account holder | $265 | $7,248-96.3% | $6,149-95.7% | $13,397-98.0% |