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 | $21,661 | $58,208-62.8% | $81,812-73.5% | $80,856-73.2% |
| Participation rate | 27.6% | 63.4%-35.8pp | 72.3%-44.8pp | 67.6%-40.1pp |
| Annual return | 12.75% | 41.66%-28.9pp | 773.79%-761.0pp | 35.59%-22.8pp |
| Employer contribution / active EE | $507 | $2,340-78.3% | $2,912-82.6% | $2,755-81.6% |
| Participant deferral / active EE | $2,039 | $3,281-37.8% | $4,319-52.8% | $4,296-52.5% |
| Admin fee / account holder | $230 | $4,981-95.4% | $7,386-96.9% | $6,918-96.7% |