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 | $22,490 | $105,931-78.8% | $81,930-72.5% | $158,922-85.8% |
| Participation rate | 28.6% | 75.6%-47.0pp | 72.0%-43.4pp | 82.0%-53.4pp |
| Annual return | 20.66% | 38.17%-17.5pp | 29.49%-8.8pp | 302.83%-282.2pp |
| Employer contribution / active EE | $293 | $7,800-96.2% | $4,310-93.2% | $4,761-93.8% |
| Participant deferral / active EE | $682 | $13,003-94.8% | $7,107-90.4% | $5,982-88.6% |
| Admin fee / account holder | $20 | $8,489-99.8% | $5,158-99.6% | $11,246-99.8% |