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 | $35,680 | $118,849-70.0% | $96,562-63.0% | $167,490-78.7% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.8%-29.8pp | 82.1%-42.1pp |
| Annual return | 15.23% | 50.49%-35.3pp | 37.78%-22.5pp | 478.56%-463.3pp |
| Employer contribution / active EE | $872 | $3,120-72.1% | $2,356-63.0% | $4,837-82.0% |
| Participant deferral / active EE | $1,608 | $4,616-65.2% | $3,849-58.2% | $6,341-74.6% |
| Admin fee / account holder | $29 | $8,065-99.6% | $6,181-99.5% | $12,309-99.8% |