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 | $22,785 | $98,240-76.8% | $82,313-72.3% | $147,584-84.6% |
| Participation rate | 63.6% | 79.7%-16.1pp | 76.9%-13.3pp | 82.8%-19.2pp |
| Annual return | 10.46% | 30.85%-20.4pp | 25.88%-15.4pp | 578.55%-568.1pp |
| Employer contribution / active EE | $1,702 | $3,192-46.7% | $2,428-29.9% | $4,876-65.1% |
| Participant deferral / active EE | $3,360 | $4,383-23.3% | $3,706-9.3% | $5,439-38.2% |
| Admin fee / account holder | $18 | $8,563-99.8% | $5,608-99.7% | $10,885-99.8% |