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 3-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 | $26,828 | $27,839-3.6% | $58,482-54.1% | $71,457-62.5% |
| Participation rate | 27.0% | 34.5%-7.6pp | 50.9%-23.9pp | 67.9%-41.0pp |
| Annual return | 19.47% | 26.81%-7.3pp | 4239.32%-4219.8pp | 28.85%-9.4pp |
| Employer contribution / active EE | $599 | $631-5.1% | $1,053-43.2% | $2,588-76.9% |
| Participant deferral / active EE | $1,216 | $1,206+0.8% | $1,924-36.8% | $4,289-71.6% |
| Admin fee / account holder | $155 | $1,641-90.5% | $2,516-93.8% | $1,587-90.2% |