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 | $10,544 | $74,888-85.9% | $71,209-85.2% | $142,382-92.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 17.92% | 345.14%-327.2pp | 282.51%-264.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $473 | $2,854-83.4% | $2,721-82.6% | $4,299-89.0% |
| Participant deferral / active EE | $810 | $4,454-81.8% | $4,175-80.6% | $6,507-87.6% |
| Admin fee / account holder | $153 | $5,568-97.3% | $5,349-97.1% | $12,624-98.8% |