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 7-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 | $22,982 | $48,795-52.9% | $65,493-64.9% | $84,808-72.9% |
| Participation rate | 58.1% | 67.0%-8.9pp | 73.1%-15.0pp | 68.3%-10.2pp |
| Annual return | 15.70% | 20.20%-4.5pp | 982.45%-966.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $568 | $1,930-70.5% | $2,574-77.9% | $2,631-78.4% |
| Participant deferral / active EE | $1,022 | $2,928-65.1% | $3,961-74.2% | $4,212-75.7% |
| Admin fee / account holder | $81 | $3,877-97.9% | $5,028-98.4% | $7,344-98.9% |