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 | $21,983 | $83,902-73.8% | $167,512-86.9% | $84,808-74.1% |
| Participation rate | 31.9% | 66.5%-34.5pp | 77.1%-45.1pp | 68.3%-36.4pp |
| Annual return | 21.97% | 91.55%-69.6pp | 1615.79%-1593.8pp | 40.90%-18.9pp |
| Employer contribution / active EE | $604 | $2,264-73.3% | $3,882-84.5% | $2,631-77.1% |
| Participant deferral / active EE | $1,509 | $4,442-66.0% | $6,405-76.4% | $4,212-64.2% |
| Admin fee / account holder | $118 | $7,915-98.5% | $9,769-98.8% | $7,344-98.4% |