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 | $29,510 | $37,426-21.2% | $77,482-61.9% | $79,858-63.0% |
| Participation rate | 14.3% | 41.5%-27.2pp | 54.2%-39.9pp | 69.6%-55.3pp |
| Annual return | 17.35% | 39.70%-22.3pp | 54.79%-37.4pp | 31.71%-14.4pp |
| Employer contribution / active EE | $775 | $637+21.7% | $986-21.5% | $2,471-68.7% |
| Participant deferral / active EE | $1,665 | $1,260+32.2% | $1,861-10.5% | $3,740-55.5% |
| Admin fee / account holder | $130 | $2,504-94.8% | $2,858-95.5% | $5,306-97.6% |