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 7-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 | $14,599 | $114,047-87.2% | $96,139-84.8% | $167,490-91.3% |
| Participation rate | 29.4% | 75.1%-45.7pp | 68.4%-39.0pp | 82.1%-52.7pp |
| Annual return | 19.65% | 189.88%-170.2pp | 191.94%-172.3pp | 478.56%-458.9pp |
| Employer contribution / active EE | $915 | $3,427-73.3% | $2,797-67.3% | $4,837-81.1% |
| Participant deferral / active EE | $1,570 | $5,194-69.8% | $4,349-63.9% | $6,341-75.2% |
| Admin fee / account holder | $234 | $6,897-96.6% | $5,537-95.8% | $12,309-98.1% |