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 | $17,128 | $63,764-73.1% | $81,930-79.1% | $79,858-78.6% |
| Participation rate | 64.2% | 67.5%-3.3pp | 72.0%-7.8pp | 69.6%-5.5pp |
| Annual return | 39.95% | 22.66%+17.3pp | 29.49%+10.5pp | 31.71%+8.2pp |
| Employer contribution / active EE | $1,222 | $1,795-31.9% | $4,310-71.6% | $2,471-50.5% |
| Participant deferral / active EE | $3,673 | $2,780+32.1% | $7,107-48.3% | $3,740-1.8% |
| Admin fee / account holder | $288 | $4,426-93.5% | $5,158-94.4% | $5,306-94.6% |