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 10-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 | $28,169 | $76,552-63.2% | $123,892-77.3% | $62,891-55.2% |
| Participation rate | 24.2% | 73.0%-48.7pp | 81.4%-57.2pp | 69.3%-45.1pp |
| Annual return | 12.05% | 18.68%-6.6pp | 47.52%-35.5pp | 20.14%-8.1pp |
| Employer contribution / active EE | $877 | $2,883-69.6% | $4,617-81.0% | $2,281-61.5% |
| Participant deferral / active EE | $2,822 | $4,840-41.7% | $5,984-52.8% | $3,203-11.9% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |