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 | $40,242 | $107,934-62.7% | $91,989-56.3% | $152,861-73.7% |
| Participation rate | 10.0% | 81.2%-71.2pp | 78.6%-68.6pp | 82.4%-72.4pp |
| Annual return | 22.54% | 89.24%-66.7pp | 69.02%-46.5pp | 345.32%-322.8pp |
| Employer contribution / active EE | $696 | $4,210-83.5% | $3,452-79.8% | $4,762-85.4% |
| Participant deferral / active EE | $3,431 | $6,364-46.1% | $5,923-42.1% | $5,850-41.4% |
| Admin fee / account holder | $170 | $10,520-98.4% | $7,743-97.8% | $11,596-98.5% |