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 | $25,290 | $55,706-54.6% | $75,886-66.7% | $72,985-65.3% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.3%-19.3pp | 69.5%-19.5pp |
| Annual return | 23.73% | 27.59%-3.9pp | 30.76%-7.0pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,632 | $1,687-3.2% | $2,500-34.7% | $2,440-33.1% |
| Participant deferral / active EE | $2,200 | $2,634-16.5% | $3,603-38.9% | $3,607-39.0% |
| Admin fee / account holder | $233 | $3,978-94.2% | $5,418-95.7% | $5,124-95.5% |