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 | $26,565 | $62,573-57.5% | $85,682-69.0% | $85,850-69.1% |
| Participation rate | 53.8% | 61.1%-7.3pp | 69.9%-16.0pp | 69.3%-15.5pp |
| Annual return | 14.75% | 23.77%-9.0pp | 21.49%-6.7pp | 318.53%-303.8pp |
| Employer contribution / active EE | $981 | $1,757-44.2% | $2,618-62.5% | $2,565-61.8% |
| Participant deferral / active EE | $2,316 | $2,802-17.4% | $3,923-41.0% | $3,952-41.4% |
| Admin fee / account holder | $270 | $4,640-94.2% | $6,873-96.1% | $6,260-95.7% |