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 | $17,172 | $77,899-78.0% | $149,673-88.5% | $75,163-77.2% |
| Participation rate | 48.1% | 65.6%-17.4pp | 78.8%-30.6pp | 67.2%-19.0pp |
| Annual return | 18.31% | 31.72%-13.4pp | 134.42%-116.1pp | 160.62%-142.3pp |
| Employer contribution / active EE | $812 | $3,137-74.1% | $4,818-83.1% | $2,670-69.6% |
| Participant deferral / active EE | $1,158 | $3,411-66.0% | $5,680-79.6% | $4,125-71.9% |
| Admin fee / account holder | $253 | $5,956-95.8% | $13,210-98.1% | $5,651-95.5% |