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 | $94,031-65.6% | $115,768-72.0% | $82,448-60.7% |
| Participation rate | 62.8% | 70.4%-7.6pp | 74.4%-11.6pp | 68.1%-5.3pp |
| Annual return | 18.07% | 20.61%-2.5pp | 100.46%-82.4pp | 41.64%-23.6pp |
| Employer contribution / active EE | $721 | $2,323-69.0% | $2,940-75.5% | $2,551-71.7% |
| Participant deferral / active EE | $2,054 | $3,972-48.3% | $4,917-58.2% | $4,139-50.4% |
| Admin fee / account holder | $229 | $10,249-97.8% | $12,439-98.2% | $7,234-96.8% |