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 | $22,627 | $74,927-69.8% | $101,794-77.8% | $84,808-73.3% |
| Participation rate | 27.3% | 61.4%-34.1pp | 69.2%-41.9pp | 68.3%-41.0pp |
| Annual return | 18.10% | 18.70%-0.6pp | 30.53%-12.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $416 | $1,522-72.7% | $2,289-81.8% | $2,631-84.2% |
| Participant deferral / active EE | $1,405 | $3,099-54.7% | $4,084-65.6% | $4,212-66.6% |
| Admin fee / account holder | $210 | $6,514-96.8% | $8,777-97.6% | $7,344-97.1% |