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 6-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 | $19,307 | $91,190-78.8% | $178,490-89.2% | $79,858-75.8% |
| Participation rate | 66.1% | 69.2%-3.1pp | 81.9%-15.9pp | 69.6%-3.6pp |
| Annual return | 22.33% | 24.19%-1.9pp | 151.07%-128.7pp | 31.71%-9.4pp |
| Employer contribution / active EE | $938 | $3,256-71.2% | $5,011-81.3% | $2,471-62.0% |
| Participant deferral / active EE | $1,229 | $3,236-62.0% | $5,202-76.4% | $3,740-67.1% |
| Admin fee / account holder | $165 | $6,751-97.6% | $13,984-98.8% | $5,306-96.9% |