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 | $20,874 | $180,749-88.5% | $160,784-87.0% | $137,256-84.8% |
| Participation rate | 37.5% | 80.0%-42.5pp | 77.0%-39.5pp | 80.0%-42.5pp |
| Annual return | 18.89% | 2234.46%-2215.6pp | 1803.92%-1785.0pp | 220.34%-201.4pp |
| Employer contribution / active EE | $774 | $4,155-81.4% | $3,733-79.3% | $4,156-81.4% |
| Participant deferral / active EE | $1,278 | $6,844-81.3% | $6,293-79.7% | $6,407-80.1% |
| Admin fee / account holder | $113 | $10,397-98.9% | $9,717-98.8% | $12,270-99.1% |