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 8-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 | $27,605 | $61,605-55.2% | $112,229-75.4% | $75,163-63.3% |
| Participation rate | 19.1% | 61.7%-42.6pp | 72.4%-53.3pp | 67.2%-48.1pp |
| Annual return | 19.41% | 28.47%-9.1pp | 30.20%-10.8pp | 160.62%-141.2pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,430-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,580 | $3,108-49.2% | $4,798-67.1% | $4,125-61.7% |
| Admin fee / account holder | $133 | $4,862-97.3% | $7,748-98.3% | $5,651-97.7% |