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 | $24,285 | $87,540-72.3% | $75,781-68.0% | $125,391-80.6% |
| Participation rate | 33.3% | 80.2%-46.8pp | 75.8%-42.5pp | 83.2%-49.9pp |
| Annual return | 3.95% | 13.48%-9.5pp | 9.68%-5.7pp | 282.22%-278.3pp |
| Employer contribution / active EE | $840 | $3,930-78.6% | $3,323-74.7% | $4,866-82.7% |
| Participant deferral / active EE | $3,787 | $4,229-10.5% | $3,651+3.7% | $5,352-29.2% |
| Admin fee / account holder | $165 | $6,502-97.5% | $5,299-96.9% | $9,540-98.3% |