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 | $13,827 | $48,795-71.7% | $65,493-78.9% | $84,808-83.7% |
| Participation rate | 15.2% | 67.0%-51.8pp | 73.1%-57.9pp | 68.3%-53.1pp |
| Annual return | 15.60% | 20.20%-4.6pp | 982.45%-966.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $569 | $1,930-70.5% | $2,574-77.9% | $2,631-78.4% |
| Participant deferral / active EE | $1,278 | $2,928-56.3% | $3,961-67.7% | $4,212-69.6% |
| Admin fee / account holder | $210 | $3,877-94.6% | $5,028-95.8% | $7,344-97.1% |