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 | $14,937 | $108,172-86.2% | $77,482-80.7% | $158,922-90.6% |
| Participation rate | 18.8% | 64.4%-45.7pp | 54.2%-35.4pp | 82.0%-63.2pp |
| Annual return | 26.38% | 31.67%-5.3pp | 54.79%-28.4pp | 302.83%-276.4pp |
| Employer contribution / active EE | $231 | $1,325-82.6% | $986-76.6% | $4,761-95.2% |
| Participant deferral / active EE | $481 | $2,456-80.4% | $1,861-74.2% | $5,982-92.0% |
| Admin fee / account holder | $53 | $3,708-98.6% | $2,858-98.1% | $11,246-99.5% |