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 | $18,501 | $74,888-75.3% | $71,209-74.0% | $142,382-87.0% |
| Participation rate | 46.7% | 76.2%-29.6pp | 73.8%-27.1pp | 80.1%-33.5pp |
| Annual return | 19.38% | 345.14%-325.8pp | 282.51%-263.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $465 | $2,854-83.7% | $2,721-82.9% | $4,299-89.2% |
| Participant deferral / active EE | $1,219 | $4,454-72.6% | $4,175-70.8% | $6,507-81.3% |
| Admin fee / account holder | $292 | $5,568-94.8% | $5,349-94.5% | $12,624-97.7% |