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 7-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 | $18,140 | $117,983-84.6% | $101,794-82.2% | $142,382-87.3% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.2%-12.0pp | 80.1%-23.0pp |
| Annual return | 21.87% | 36.92%-15.0pp | 30.53%-8.7pp | 217.08%-195.2pp |
| Employer contribution / active EE | $542 | $2,773-80.5% | $2,289-76.3% | $4,299-87.4% |
| Participant deferral / active EE | $1,423 | $4,714-69.8% | $4,084-65.1% | $6,507-78.1% |
| Admin fee / account holder | $7 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |