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 | $26,258 | $77,899-66.3% | $149,673-82.5% | $75,163-65.1% |
| Participation rate | 59.4% | 65.6%-6.2pp | 78.8%-19.4pp | 67.2%-7.8pp |
| Annual return | 14.03% | 31.72%-17.7pp | 134.42%-120.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $761 | $3,137-75.8% | $4,818-84.2% | $2,670-71.5% |
| Participant deferral / active EE | $1,730 | $3,411-49.3% | $5,680-69.5% | $4,125-58.1% |
| Admin fee / account holder | $228 | $5,956-96.2% | $13,210-98.3% | $5,651-96.0% |