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 | $19,207 | $107,334-82.1% | $92,893-79.3% | $152,861-87.4% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.4%-19.9pp |
| Annual return | 27.98% | 145.58%-117.6pp | 109.41%-81.4pp | 345.32%-317.3pp |
| Employer contribution / active EE | $903 | $4,221-78.6% | $3,653-75.3% | $4,762-81.0% |
| Participant deferral / active EE | $3,199 | $4,845-34.0% | $4,236-24.5% | $5,850-45.3% |
| Admin fee / account holder | $272 | $7,079-96.2% | $5,794-95.3% | $11,596-97.7% |