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 3-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 | $17,078 | $54,705-68.8% | $71,209-76.0% | $84,808-79.9% |
| Participation rate | 31.2% | 64.1%-32.9pp | 73.8%-42.6pp | 68.3%-37.1pp |
| Annual return | 22.82% | 35.90%-13.1pp | 282.51%-259.7pp | 40.90%-18.1pp |
| Employer contribution / active EE | $622 | $2,158-71.2% | $2,721-77.1% | $2,631-76.4% |
| Participant deferral / active EE | $1,512 | $3,030-50.1% | $4,175-63.8% | $4,212-64.1% |
| Admin fee / account holder | $240 | $4,863-95.1% | $5,349-95.5% | $7,344-96.7% |