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 6-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 | $9,865 | $69,207-85.7% | $64,056-84.6% | $139,434-92.9% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 20.92% | 45.88%-25.0pp | 33.69%-12.8pp | 372.94%-352.0pp |
| Employer contribution / active EE | $585 | $3,182-81.6% | $2,747-78.7% | $4,751-87.7% |
| Participant deferral / active EE | $846 | $4,682-81.9% | $3,880-78.2% | $6,710-87.4% |
| Admin fee / account holder | $58 | $4,244-98.6% | $3,068-98.1% | $11,403-99.5% |