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 | $16,518 | $43,327-61.9% | $59,878-72.4% | $64,186-74.3% |
| Participation rate | 58.7% | 69.2%-10.5pp | 74.7%-16.0pp | 69.6%-10.9pp |
| Annual return | 19.06% | -1.55%+20.6pp | 3.46%+15.6pp | 7.63%+11.4pp |
| Employer contribution / active EE | $584 | $2,028-71.2% | $2,722-78.6% | $2,381-75.5% |
| Participant deferral / active EE | $983 | $2,546-61.4% | $3,402-71.1% | $3,470-71.7% |
| Admin fee / account holder | $267 | $3,005-91.1% | $3,590-92.6% | $4,888-94.5% |