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 | $33,865 | $81,460-58.4% | $103,333-67.2% | $80,856-58.1% |
| Participation rate | 55.3% | 66.8%-11.6pp | 74.5%-19.2pp | 67.6%-12.4pp |
| Annual return | 12.83% | 25.55%-12.7pp | 24.88%-12.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $846 | $3,105-72.8% | $3,868-78.1% | $2,755-69.3% |
| Participant deferral / active EE | $1,900 | $3,869-50.9% | $5,057-62.4% | $4,296-55.8% |
| Admin fee / account holder | $7 | $6,566-99.9% | $8,355-99.9% | $6,918-99.9% |