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 9-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 | $16,804 | $107,334-84.3% | $92,893-81.9% | $152,861-89.0% |
| Participation rate | 68.4% | 79.8%-11.4pp | 76.0%-7.6pp | 82.4%-14.0pp |
| Annual return | 24.53% | 145.58%-121.0pp | 109.41%-84.9pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,172 | $4,221-72.2% | $3,653-67.9% | $4,762-75.4% |
| Participant deferral / active EE | $1,531 | $4,845-68.4% | $4,236-63.9% | $5,850-73.8% |
| Admin fee / account holder | $294 | $7,079-95.8% | $5,794-94.9% | $11,596-97.5% |