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 | $14,042 | $72,071-80.5% | $68,368-79.5% | $137,256-89.8% |
| Participation rate | 27.8% | 76.2%-48.5pp | 73.8%-46.0pp | 80.0%-52.2pp |
| Annual return | 23.54% | 353.14%-329.6pp | 292.57%-269.0pp | 220.34%-196.8pp |
| Employer contribution / active EE | $385 | $2,788-86.2% | $2,649-85.5% | $4,156-90.7% |
| Participant deferral / active EE | $1,232 | $4,410-72.1% | $4,123-70.1% | $6,407-80.8% |
| Admin fee / account holder | $129 | $5,336-97.6% | $5,150-97.5% | $12,270-98.9% |