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 | $73,787-69.3% | $98,716-77.1% | $82,448-72.6% |
| Participation rate | 27.3% | 61.4%-34.1pp | 69.3%-42.0pp | 68.1%-40.8pp |
| Annual return | 18.10% | 18.57%-0.5pp | 31.81%-13.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $416 | $1,511-72.5% | $2,279-81.8% | $2,551-83.7% |
| Participant deferral / active EE | $1,405 | $3,081-54.4% | $4,048-65.3% | $4,139-66.1% |
| Admin fee / account holder | $210 | $6,500-96.8% | $8,703-97.6% | $7,234-97.1% |