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 | $18,098 | $158,398-88.6% | $126,539-85.7% | $142,382-87.3% |
| Participation rate | 56.3% | 75.8%-19.6pp | 69.8%-13.6pp | 80.1%-23.9pp |
| Annual return | 15.70% | 593.76%-578.1pp | 425.95%-410.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $479 | $4,650-89.7% | $3,674-87.0% | $4,299-88.9% |
| Participant deferral / active EE | $948 | $4,767-80.1% | $4,083-76.8% | $6,507-85.4% |
| Admin fee / account holder | $14 | $6,918-99.8% | $6,065-99.8% | $12,624-99.9% |