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 | $24,031 | $110,257-78.2% | $96,544-75.1% | $139,434-82.8% |
| Participation rate | 52.6% | 78.1%-25.5pp | 76.0%-23.3pp | 80.3%-27.7pp |
| Annual return | 18.91% | 26.32%-7.4pp | 25.84%-6.9pp | 372.94%-354.0pp |
| Employer contribution / active EE | $940 | $3,620-74.0% | $2,965-68.3% | $4,751-80.2% |
| Participant deferral / active EE | $2,471 | $5,548-55.5% | $4,851-49.1% | $6,710-63.2% |
| Admin fee / account holder | $30 | $11,591-99.7% | $8,252-99.6% | $11,403-99.7% |