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 | $28,748 | $102,604-72.0% | $86,188-66.6% | $139,434-79.4% |
| Participation rate | 19.0% | 74.5%-55.4pp | 69.0%-49.9pp | 80.3%-61.3pp |
| Annual return | 24.87% | 1922.51%-1897.6pp | 1168.45%-1143.6pp | 372.94%-348.1pp |
| Employer contribution / active EE | $627 | $3,032-79.3% | $2,380-73.7% | $4,751-86.8% |
| Participant deferral / active EE | $2,216 | $4,676-52.6% | $3,985-44.4% | $6,710-67.0% |
| Admin fee / account holder | $233 | $8,657-97.3% | $6,852-96.6% | $11,403-98.0% |