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 | $10,112 | $88,751-88.6% | $81,812-87.6% | $145,922-93.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 18.77% | 1025.40%-1006.6pp | 773.79%-755.0pp | 561.29%-542.5pp |
| Employer contribution / active EE | $1,090 | $3,083-64.6% | $2,912-62.6% | $4,660-76.6% |
| Participant deferral / active EE | $3,229 | $4,643-30.5% | $4,319-25.2% | $6,688-51.7% |
| Admin fee / account holder | $117 | $8,415-98.6% | $7,386-98.4% | $13,397-99.1% |