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 | $17,910 | $52,580-65.9% | $71,671-75.0% | $70,131-74.5% |
| Participation rate | 25.6% | 60.9%-35.3pp | 68.7%-43.2pp | 69.5%-44.0pp |
| Annual return | 22.36% | 20.25%+2.1pp | 20.65%+1.7pp | 73.14%-50.8pp |
| Employer contribution / active EE | $661 | $1,616-59.1% | $2,460-73.1% | $2,342-71.8% |
| Participant deferral / active EE | $1,081 | $2,386-54.7% | $3,438-68.6% | $3,332-67.6% |
| Admin fee / account holder | $47 | $3,653-98.7% | $5,558-99.2% | $4,645-99.0% |