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 | $9,630 | $108,172-91.1% | $77,482-87.6% | $158,922-93.9% |
| Participation rate | 52.2% | 64.4%-12.2pp | 54.2%-2.0pp | 82.0%-29.8pp |
| Annual return | 21.80% | 31.67%-9.9pp | 54.79%-33.0pp | 302.83%-281.0pp |
| Employer contribution / active EE | $702 | $1,325-47.0% | $986-28.9% | $4,761-85.3% |
| Participant deferral / active EE | $1,804 | $2,456-26.6% | $1,861-3.1% | $5,982-69.8% |
| Admin fee / account holder | $63 | $3,708-98.3% | $2,858-97.8% | $11,246-99.4% |