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 | $22,193 | $105,931-79.0% | $81,930-72.9% | $158,922-86.0% |
| Participation rate | 0.0% | 75.6%-75.6pp | 72.0%-72.0pp | 82.0%-82.0pp |
| Annual return | 19.14% | 38.17%-19.0pp | 29.49%-10.3pp | 302.83%-283.7pp |
| Employer contribution / active EE | $2,121 | $7,800-72.8% | $4,310-50.8% | $4,761-55.5% |
| Participant deferral / active EE | $2,401 | $13,003-81.5% | $7,107-66.2% | $5,982-59.9% |
| Admin fee / account holder | $188 | $8,489-97.8% | $5,158-96.4% | $11,246-98.3% |