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 | $15,589 | $54,762-71.5% | $90,281-82.7% | $72,985-78.6% |
| Participation rate | 57.1% | 65.1%-8.0pp | 73.3%-16.1pp | 69.5%-12.3pp |
| Annual return | 29.78% | 30.63%-0.9pp | 78.10%-48.3pp | 81.00%-51.2pp |
| Employer contribution / active EE | $1,369 | $2,092-34.6% | $2,854-52.0% | $2,440-43.9% |
| Participant deferral / active EE | $2,030 | $2,887-29.7% | $3,885-47.7% | $3,607-43.7% |
| Admin fee / account holder | $162 | $3,972-95.9% | $5,351-97.0% | $5,124-96.8% |