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 8-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 | $17,219 | $107,334-84.0% | $92,893-81.5% | $152,861-88.7% |
| Participation rate | 39.1% | 79.8%-40.7pp | 76.0%-36.9pp | 82.4%-43.3pp |
| Annual return | 34.09% | 145.58%-111.5pp | 109.41%-75.3pp | 345.32%-311.2pp |
| Employer contribution / active EE | $799 | $4,221-81.1% | $3,653-78.1% | $4,762-83.2% |
| Participant deferral / active EE | $2,357 | $4,845-51.4% | $4,236-44.4% | $5,850-59.7% |
| Admin fee / account holder | $28 | $7,079-99.6% | $5,794-99.5% | $11,596-99.8% |