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 | $23,428 | $106,890-78.1% | $84,015-72.1% | $152,861-84.7% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.4%-22.4pp |
| Annual return | 27.46% | 104.99%-77.5pp | 71.31%-43.9pp | 345.32%-317.9pp |
| Employer contribution / active EE | $1,469 | $2,734-46.3% | $1,983-25.9% | $4,762-69.1% |
| Participant deferral / active EE | $2,853 | $4,011-28.9% | $3,239-11.9% | $5,850-51.2% |
| Admin fee / account holder | $17 | $8,285-99.8% | $6,101-99.7% | $11,596-99.9% |