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 | $17,638 | $76,407-76.9% | $150,298-88.3% | $82,448-78.6% |
| Participation rate | 54.8% | 66.4%-11.6pp | 77.8%-23.0pp | 68.1%-13.3pp |
| Annual return | 15.51% | 39.99%-24.5pp | 62.79%-47.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $656 | $2,614-74.9% | $4,154-84.2% | $2,551-74.3% |
| Participant deferral / active EE | $1,713 | $3,214-46.7% | $5,453-68.6% | $4,139-58.6% |
| Admin fee / account holder | $110 | $6,352-98.3% | $14,116-99.2% | $7,234-98.5% |