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 | $19,817 | $47,479-58.3% | $62,929-68.5% | $82,448-76.0% |
| Participation rate | 34.5% | 66.9%-32.4pp | 73.1%-38.6pp | 68.1%-33.6pp |
| Annual return | 14.57% | 20.34%-5.8pp | 1063.93%-1049.4pp | 41.64%-27.1pp |
| Employer contribution / active EE | $683 | $1,885-63.8% | $2,505-72.7% | $2,551-73.2% |
| Participant deferral / active EE | $1,520 | $2,870-47.1% | $3,888-60.9% | $4,139-63.3% |
| Admin fee / account holder | $154 | $3,804-95.9% | $5,065-97.0% | $7,234-97.9% |