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 9-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 | $24,380 | $176,377-86.2% | $134,143-81.8% | $158,922-84.7% |
| Participation rate | 33.3% | 78.7%-45.4pp | 72.2%-38.8pp | 82.0%-48.6pp |
| Annual return | 21.33% | 63.63%-42.3pp | 36.33%-15.0pp | 302.83%-281.5pp |
| Employer contribution / active EE | $37 | $5,040-99.3% | $3,704-99.0% | $4,761-99.2% |
| Participant deferral / active EE | $1,806 | $4,091-55.9% | $3,499-48.4% | $5,982-69.8% |
| Admin fee / account holder | $242 | $8,718-97.2% | $6,684-96.4% | $11,246-97.8% |