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 | $17,168 | $102,966-83.3% | $90,281-81.0% | $152,861-88.8% |
| Participation rate | 28.6% | 75.9%-47.3pp | 73.3%-44.7pp | 82.4%-53.9pp |
| Annual return | 84.12% | 95.16%-11.0pp | 78.10%+6.0pp | 345.32%-261.2pp |
| Employer contribution / active EE | $604 | $3,139-80.7% | $2,854-78.8% | $4,762-87.3% |
| Participant deferral / active EE | $2,795 | $4,281-34.7% | $3,885-28.1% | $5,850-52.2% |
| Admin fee / account holder | $240 | $6,171-96.1% | $5,351-95.5% | $11,596-97.9% |