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 | $22,603 | $102,966-78.0% | $90,281-75.0% | $152,861-85.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 24.18% | 95.16%-71.0pp | 78.10%-53.9pp | 345.32%-321.1pp |
| Employer contribution / active EE | $933 | $3,139-70.3% | $2,854-67.3% | $4,762-80.4% |
| Participant deferral / active EE | $3,523 | $4,281-17.7% | $3,885-9.3% | $5,850-39.8% |
| Admin fee / account holder | $28 | $6,171-99.6% | $5,351-99.5% | $11,596-99.8% |