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 | $16,549 | $109,327-84.9% | $89,391-81.5% | $158,922-89.6% |
| Participation rate | 61.5% | 74.3%-12.7pp | 68.0%-6.4pp | 82.0%-20.4pp |
| Annual return | 19.34% | 345.68%-326.3pp | 245.62%-226.3pp | 302.83%-283.5pp |
| Employer contribution / active EE | $791 | $3,170-75.1% | $2,586-69.4% | $4,761-83.4% |
| Participant deferral / active EE | $1,202 | $4,598-73.9% | $3,890-69.1% | $5,982-79.9% |
| Admin fee / account holder | $111 | $6,153-98.2% | $4,881-97.7% | $11,246-99.0% |