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 | $24,609 | $106,890-77.0% | $84,015-70.7% | $152,861-83.9% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.4%-22.4pp |
| Annual return | 13.27% | 104.99%-91.7pp | 71.31%-58.0pp | 345.32%-332.0pp |
| Employer contribution / active EE | $654 | $2,734-76.1% | $1,983-67.0% | $4,762-86.3% |
| Participant deferral / active EE | $1,121 | $4,011-72.0% | $3,239-65.4% | $5,850-80.8% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |