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 | $22,567 | $54,762-58.8% | $90,281-75.0% | $72,985-69.1% |
| Participation rate | 37.9% | 65.1%-27.2pp | 73.3%-35.3pp | 69.5%-31.6pp |
| Annual return | 25.68% | 30.63%-5.0pp | 78.10%-52.4pp | 81.00%-55.3pp |
| Employer contribution / active EE | $1,290 | $2,092-38.3% | $2,854-54.8% | $2,440-47.1% |
| Participant deferral / active EE | $1,914 | $2,887-33.7% | $3,885-50.7% | $3,607-47.0% |
| Admin fee / account holder | $243 | $3,972-93.9% | $5,351-95.5% | $5,124-95.3% |