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 | $16,250 | $100,773-83.9% | $88,946-81.7% | $142,382-88.6% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 157.80% | 70.18%+87.6pp | 57.82%+100.0pp | 217.08%-59.3pp |
| Employer contribution / active EE | $609 | $2,918-79.1% | $2,555-76.2% | $4,299-85.8% |
| Participant deferral / active EE | $1,027 | $5,230-80.4% | $4,581-77.6% | $6,507-84.2% |
| Admin fee / account holder | $61 | $9,693-99.4% | $8,261-99.3% | $12,624-99.5% |