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 | $22,216 | $68,097-67.4% | $62,929-64.7% | $137,256-83.8% |
| Participation rate | 63.6% | 77.4%-13.8pp | 73.1%-9.5pp | 80.0%-16.3pp |
| Annual return | 12.05% | 1859.11%-1847.1pp | 1063.93%-1051.9pp | 220.34%-208.3pp |
| Employer contribution / active EE | $853 | $2,811-69.7% | $2,505-66.0% | $4,156-79.5% |
| Participant deferral / active EE | $3,022 | $4,553-33.6% | $3,888-22.3% | $6,407-52.8% |
| Admin fee / account holder | $249 | $6,521-96.2% | $5,065-95.1% | $12,270-98.0% |