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 6-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 | $15,530 | $37,426-58.5% | $77,482-80.0% | $79,858-80.6% |
| Participation rate | 19.1% | 41.5%-22.4pp | 54.2%-35.1pp | 69.6%-50.5pp |
| Annual return | 21.48% | 39.70%-18.2pp | 54.79%-33.3pp | 31.71%-10.2pp |
| Employer contribution / active EE | $314 | $637-50.7% | $986-68.2% | $2,471-87.3% |
| Participant deferral / active EE | $611 | $1,260-51.5% | $1,861-67.2% | $3,740-83.7% |
| Admin fee / account holder | $300 | $2,504-88.0% | $2,858-89.5% | $5,306-94.3% |