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 9-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 | $21,139 | $51,604-59.0% | $129,295-83.7% | $80,874-73.9% |
| Participation rate | 15.4% | 57.0%-41.6pp | 69.6%-54.2pp | 67.6%-52.3pp |
| Annual return | 14.24% | 20.76%-6.5pp | 9429.28%-9415.0pp | 35.62%-21.4pp |
| Employer contribution / active EE | $418 | $1,585-73.6% | $4,157-89.9% | $2,756-84.8% |
| Participant deferral / active EE | $1,389 | $2,670-48.0% | $4,169-66.7% | $4,297-67.7% |
| Admin fee / account holder | $103 | $4,310-97.6% | $7,665-98.7% | $6,935-98.5% |