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 3-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 | $26,669 | $74,888-64.4% | $71,209-62.5% | $142,382-81.3% |
| Participation rate | 14.3% | 76.2%-61.9pp | 73.8%-59.5pp | 80.1%-65.8pp |
| Annual return | 21.58% | 345.14%-323.6pp | 282.51%-260.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $463 | $2,854-83.8% | $2,721-83.0% | $4,299-89.2% |
| Participant deferral / active EE | $697 | $4,454-84.4% | $4,175-83.3% | $6,507-89.3% |
| Admin fee / account holder | $94 | $5,568-98.3% | $5,349-98.2% | $12,624-99.3% |