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 | $8,230 | $54,705-85.0% | $71,209-88.4% | $84,808-90.3% |
| Participation rate | 43.2% | 64.1%-20.9pp | 73.8%-30.6pp | 68.3%-25.1pp |
| Annual return | 22.57% | 35.90%-13.3pp | 282.51%-259.9pp | 40.90%-18.3pp |
| Employer contribution / active EE | $950 | $2,158-56.0% | $2,721-65.1% | $2,631-63.9% |
| Participant deferral / active EE | $2,324 | $3,030-23.3% | $4,175-44.3% | $4,212-44.8% |
| Admin fee / account holder | $193 | $4,863-96.0% | $5,349-96.4% | $7,344-97.4% |