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 | $18,782 | $108,172-82.6% | $77,482-75.8% | $158,922-88.2% |
| Participation rate | 22.7% | 64.4%-41.7pp | 54.2%-31.5pp | 82.0%-59.2pp |
| Annual return | 18.84% | 31.67%-12.8pp | 54.79%-35.9pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,108 | $1,325-16.4% | $986+12.3% | $4,761-76.7% |
| Participant deferral / active EE | $557 | $2,456-77.3% | $1,861-70.1% | $5,982-90.7% |
| Admin fee / account holder | $278 | $3,708-92.5% | $2,858-90.3% | $11,246-97.5% |