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 6-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 | $37,594 | $99,877-62.4% | $84,966-55.8% | $145,922-74.2% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.6pp | 80.3%-37.4pp |
| Annual return | 13.33% | 83.76%-70.4pp | 66.38%-53.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $791 | $3,231-75.5% | $2,727-71.0% | $4,660-83.0% |
| Participant deferral / active EE | $1,819 | $5,291-65.6% | $4,519-59.8% | $6,688-72.8% |
| Admin fee / account holder | $209 | $7,248-97.1% | $6,149-96.6% | $13,397-98.4% |