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 | $15,948 | $96,484-83.5% | $75,886-79.0% | $152,861-89.6% |
| Participation rate | 19.0% | 76.2%-57.1pp | 69.3%-50.2pp | 82.4%-63.4pp |
| Annual return | 43.48% | 33.98%+9.5pp | 30.76%+12.7pp | 345.32%-301.8pp |
| Employer contribution / active EE | $672 | $3,309-79.7% | $2,500-73.1% | $4,762-85.9% |
| Participant deferral / active EE | $1,486 | $4,553-67.4% | $3,603-58.8% | $5,850-74.6% |
| Admin fee / account holder | $38 | $8,078-99.5% | $5,418-99.3% | $11,596-99.7% |