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 7-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 | $15,977 | $110,502-85.5% | $80,716-80.2% | $167,490-90.5% |
| Participation rate | 26.1% | 64.0%-37.9pp | 54.2%-28.1pp | 82.1%-56.0pp |
| Annual return | 27.69% | 120.54%-92.9pp | 87.28%-59.6pp | 478.56%-450.9pp |
| Employer contribution / active EE | $547 | $1,543-64.5% | $1,160-52.8% | $4,837-88.7% |
| Participant deferral / active EE | $882 | $2,871-69.3% | $2,146-58.9% | $6,341-86.1% |
| Admin fee / account holder | $104 | $4,545-97.7% | $3,380-96.9% | $12,309-99.2% |