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 7-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 | $16,926 | $47,479-64.4% | $62,929-73.1% | $82,448-79.5% |
| Participation rate | 31.8% | 66.9%-35.1pp | 73.1%-41.3pp | 68.1%-36.2pp |
| Annual return | 16.86% | 20.34%-3.5pp | 1063.93%-1047.1pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,074 | $2,870-62.6% | $3,888-72.4% | $4,139-74.1% |
| Admin fee / account holder | $26 | $3,804-99.3% | $5,065-99.5% | $7,234-99.6% |