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 | $20,333 | $77,899-73.9% | $149,673-86.4% | $75,163-72.9% |
| Participation rate | 46.7% | 65.6%-18.9pp | 78.8%-32.1pp | 67.2%-20.5pp |
| Annual return | 17.10% | 31.72%-14.6pp | 134.42%-117.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $605 | $3,137-80.7% | $4,818-87.4% | $2,670-77.3% |
| Participant deferral / active EE | $2,218 | $3,411-35.0% | $5,680-61.0% | $4,125-46.2% |
| Admin fee / account holder | $253 | $5,956-95.7% | $13,210-98.1% | $5,651-95.5% |