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 | $14,220 | $54,705-74.0% | $71,209-80.0% | $84,808-83.2% |
| Participation rate | 22.2% | 64.1%-41.8pp | 73.8%-51.5pp | 68.3%-46.1pp |
| Annual return | 17.39% | 35.90%-18.5pp | 282.51%-265.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $599 | $3,030-80.2% | $4,175-85.6% | $4,212-85.8% |
| Admin fee / account holder | $64 | $4,863-98.7% | $5,349-98.8% | $7,344-99.1% |