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 | $11,906 | $77,419-84.6% | $69,455-82.9% | $152,861-92.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.4%-32.4pp |
| Annual return | 25.75% | 39.06%-13.3pp | 28.97%-3.2pp | 345.32%-319.6pp |
| Employer contribution / active EE | $888 | $3,315-73.2% | $2,779-68.1% | $4,762-81.4% |
| Participant deferral / active EE | $1,944 | $4,414-56.0% | $3,535-45.0% | $5,850-66.8% |
| Admin fee / account holder | $58 | $6,207-99.1% | $3,839-98.5% | $11,596-99.5% |