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 9-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 | $13,865 | $45,035-69.2% | $62,995-78.0% | $70,131-80.2% |
| Participation rate | 63.3% | 69.5%-6.2pp | 74.8%-11.5pp | 69.5%-6.2pp |
| Annual return | 14.47% | 18.76%-4.3pp | 87.57%-73.1pp | 73.14%-58.7pp |
| Employer contribution / active EE | $641 | $2,051-68.7% | $2,759-76.7% | $2,342-72.6% |
| Participant deferral / active EE | $923 | $2,465-62.5% | $3,329-72.3% | $3,332-72.3% |
| Admin fee / account holder | $57 | $2,834-98.0% | $3,600-98.4% | $4,645-98.8% |