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 | $11,919 | $117,983-89.9% | $101,794-88.3% | $142,382-91.6% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.2%-31.7pp | 80.1%-42.6pp |
| Annual return | 16.39% | 36.92%-20.5pp | 30.53%-14.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $783 | $2,773-71.8% | $2,289-65.8% | $4,299-81.8% |
| Participant deferral / active EE | $1,527 | $4,714-67.6% | $4,084-62.6% | $6,507-76.5% |
| Admin fee / account holder | $168 | $10,433-98.4% | $8,777-98.1% | $12,624-98.7% |