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 | $32,159 | $48,300-33.4% | $40,145,923-99.9% | $62,891-48.9% |
| Participation rate | 65.0% | 62.0%+3.0pp | 68.4%-3.4pp | 69.3%-4.3pp |
| Annual return | 7.55% | 6.95%+0.6pp | 5.24%+2.3pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,227 | $1,333-8.0% | $1,844-33.5% | $2,281-46.2% |
| Participant deferral / active EE | $1,686 | $2,388-29.4% | $2,591-34.9% | $3,203-47.4% |
| Admin fee / account holder | $152 | $2,919-94.8% | $2,903-94.8% | $4,296-96.5% |