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 6-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 | $9,756 | $77,899-87.5% | $149,673-93.5% | $75,163-87.0% |
| Participation rate | 34.3% | 65.6%-31.3pp | 78.8%-44.5pp | 67.2%-32.9pp |
| Annual return | 23.58% | 31.72%-8.1pp | 134.42%-110.8pp | 160.62%-137.0pp |
| Employer contribution / active EE | $451 | $3,137-85.6% | $4,818-90.6% | $2,670-83.1% |
| Participant deferral / active EE | $1,106 | $3,411-67.6% | $5,680-80.5% | $4,125-73.2% |
| Admin fee / account holder | $3 | $5,956-99.9% | $13,210-100.0% | $5,651-99.9% |