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 | $27,369 | $77,899-64.9% | $149,673-81.7% | $75,163-63.6% |
| Participation rate | 21.2% | 65.6%-44.4pp | 78.8%-57.6pp | 67.2%-46.0pp |
| Annual return | 27.39% | 31.72%-4.3pp | 134.42%-107.0pp | 160.62%-133.2pp |
| Employer contribution / active EE | $654 | $3,137-79.2% | $4,818-86.4% | $2,670-75.5% |
| Participant deferral / active EE | $1,297 | $3,411-62.0% | $5,680-77.2% | $4,125-68.6% |
| Admin fee / account holder | $162 | $5,956-97.3% | $13,210-98.8% | $5,651-97.1% |