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 | $12,614 | $107,015-88.2% | $73,545-82.8% | $147,584-91.5% |
| Participation rate | 40.0% | 66.4%-26.4pp | 54.9%-14.9pp | 82.8%-42.8pp |
| Annual return | 32.93% | 38.25%-5.3pp | -15.16%+48.1pp | 578.55%-545.6pp |
| Employer contribution / active EE | $1,114 | $1,760-36.7% | $1,219-8.6% | $4,876-77.2% |
| Participant deferral / active EE | $2,955 | $2,462+20.0% | $1,806+63.6% | $5,439-45.7% |
| Admin fee / account holder | $40 | $3,055-98.7% | $2,320-98.3% | $10,885-99.6% |