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 | $24,700 | $110,502-77.6% | $80,716-69.4% | $167,490-85.3% |
| Participation rate | 15.0% | 64.0%-49.0pp | 54.2%-39.2pp | 82.1%-67.1pp |
| Annual return | 18.92% | 120.54%-101.6pp | 87.28%-68.4pp | 478.56%-459.6pp |
| Employer contribution / active EE | $332 | $1,543-78.5% | $1,160-71.4% | $4,837-93.1% |
| Participant deferral / active EE | $1,399 | $2,871-51.3% | $2,146-34.8% | $6,341-77.9% |
| Admin fee / account holder | $2 | $4,545-100.0% | $3,380-99.9% | $12,309-100.0% |