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 | $32,375 | $94,625-65.8% | $116,228-72.1% | $84,808-61.8% |
| Participation rate | 62.8% | 70.4%-7.7pp | 74.6%-11.8pp | 68.3%-5.5pp |
| Annual return | 18.07% | 20.40%-2.3pp | 90.06%-72.0pp | 40.90%-22.8pp |
| Employer contribution / active EE | $721 | $2,347-69.3% | $2,994-75.9% | $2,631-72.6% |
| Participant deferral / active EE | $2,054 | $3,972-48.3% | $4,953-58.5% | $4,212-51.2% |
| Admin fee / account holder | $229 | $10,091-97.7% | $11,989-98.1% | $7,344-96.9% |