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 | $14,072 | $104,907-86.6% | $84,611-83.4% | $152,861-90.8% |
| Participation rate | 64.3% | 74.8%-10.5pp | 68.2%-3.9pp | 82.4%-18.2pp |
| Annual return | 31.33% | 373.79%-342.5pp | 258.74%-227.4pp | 345.32%-314.0pp |
| Employer contribution / active EE | $984 | $3,302-70.2% | $2,652-62.9% | $4,762-79.3% |
| Participant deferral / active EE | $2,723 | $4,688-41.9% | $3,899-30.2% | $5,850-53.5% |
| Admin fee / account holder | $256 | $6,241-95.9% | $4,912-94.8% | $11,596-97.8% |