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 | $14,897 | $91,190-83.7% | $178,490-91.7% | $79,858-81.3% |
| Participation rate | 41.0% | 69.2%-28.2pp | 81.9%-40.9pp | 69.6%-28.6pp |
| Annual return | 23.78% | 24.19%-0.4pp | 151.07%-127.3pp | 31.71%-7.9pp |
| Employer contribution / active EE | $665 | $3,256-79.6% | $5,011-86.7% | $2,471-73.1% |
| Participant deferral / active EE | $1,406 | $3,236-56.6% | $5,202-73.0% | $3,740-62.4% |
| Admin fee / account holder | $19 | $6,751-99.7% | $13,984-99.9% | $5,306-99.6% |