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 | $25,689 | $107,334-76.1% | $92,893-72.3% | $152,861-83.2% |
| Participation rate | 61.1% | 79.8%-18.7pp | 76.0%-14.9pp | 82.4%-21.3pp |
| Annual return | 20.92% | 145.58%-124.7pp | 109.41%-88.5pp | 345.32%-324.4pp |
| Employer contribution / active EE | $878 | $4,221-79.2% | $3,653-76.0% | $4,762-81.6% |
| Participant deferral / active EE | $1,556 | $4,845-67.9% | $4,236-63.3% | $5,850-73.4% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |