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 | $80,717-78.1% | $154,803-88.6% | $84,808-79.2% |
| Participation rate | 54.8% | 66.8%-12.0pp | 78.1%-23.3pp | 68.3%-13.5pp |
| Annual return | 15.51% | 37.96%-22.4pp | 58.88%-43.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $656 | $2,761-76.3% | $4,305-84.8% | $2,631-75.1% |
| Participant deferral / active EE | $1,713 | $3,303-48.1% | $5,540-69.1% | $4,212-59.3% |
| Admin fee / account holder | $110 | $6,746-98.4% | $14,329-99.2% | $7,344-98.5% |