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 | $14,420 | $102,966-86.0% | $90,281-84.0% | $152,861-90.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 16.97% | 95.16%-78.2pp | 78.10%-61.1pp | 345.32%-328.3pp |
| Employer contribution / active EE | $1,240 | $3,139-60.5% | $2,854-56.5% | $4,762-74.0% |
| Participant deferral / active EE | $2,333 | $4,281-45.5% | $3,885-39.9% | $5,850-60.1% |
| Admin fee / account holder | $180 | $6,171-97.1% | $5,351-96.6% | $11,596-98.5% |