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 | $17,180 | $85,022-79.8% | $70,515-75.6% | $139,434-87.7% |
| Participation rate | 40.0% | 73.9%-33.9pp | 68.3%-28.3pp | 80.3%-40.3pp |
| Annual return | 22.83% | 30.38%-7.6pp | 32.77%-9.9pp | 372.94%-350.1pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,166 | $5,890-63.2% | $4,567-52.6% | $6,710-67.7% |
| Admin fee / account holder | $20 | $8,906-99.8% | $6,412-99.7% | $11,403-99.8% |