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 | $19,520 | $105,630-81.5% | $87,507-77.7% | $273,961-92.9% |
| Participation rate | 69.2% | 78.2%-9.0pp | 73.8%-4.6pp | 83.0%-13.8pp |
| Annual return | 2.20% | 12.25%-10.1pp | 12.21%-10.0pp | 41.45%-39.3pp |
| Employer contribution / active EE | $1,342 | $3,141-57.3% | $2,550-47.4% | $4,869-72.4% |
| Participant deferral / active EE | $2,856 | $3,601-20.7% | $3,149-9.3% | $5,287-46.0% |
| Admin fee / account holder | $10 | $4,781-99.8% | $4,221-99.8% | $10,132-99.9% |