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 | $27,322 | $77,634-64.8% | $156,549-82.5% | $62,891-56.6% |
| Participation rate | 66.0% | 71.2%-5.2pp | 84.0%-18.1pp | 69.3%-3.3pp |
| Annual return | 8.21% | 50.32%-42.1pp | 32.23%-24.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $822 | $3,444-76.1% | $5,501-85.1% | $2,281-64.0% |
| Participant deferral / active EE | $1,452 | $3,045-52.3% | $4,871-70.2% | $3,203-54.7% |
| Admin fee / account holder | $211 | $5,561-96.2% | $13,027-98.4% | $4,296-95.1% |