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 8-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 | $11,219 | $109,817-89.8% | $98,442-88.6% | $167,490-93.3% |
| Participation rate | 63.2% | 75.8%-12.7pp | 73.3%-10.2pp | 82.1%-18.9pp |
| Annual return | 9.64% | 1956.69%-1947.1pp | 1492.73%-1483.1pp | 478.56%-468.9pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,466 | $4,673-47.2% | $4,276-42.3% | $6,341-61.1% |
| Admin fee / account holder | $137 | $6,753-98.0% | $5,949-97.7% | $12,309-98.9% |