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 | $18,030 | $53,516-66.3% | $126,539-85.8% | $84,808-78.7% |
| Participation rate | 42.7% | 58.2%-15.6pp | 69.8%-27.1pp | 68.3%-25.6pp |
| Annual return | 19.46% | 58.34%-38.9pp | 425.95%-406.5pp | 40.90%-21.4pp |
| Employer contribution / active EE | $666 | $1,535-56.6% | $3,674-81.9% | $2,631-74.7% |
| Participant deferral / active EE | $1,520 | $2,671-43.1% | $4,083-62.8% | $4,212-63.9% |
| Admin fee / account holder | $221 | $4,497-95.1% | $6,065-96.4% | $7,344-97.0% |