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 | $31,161 | $62,573-50.2% | $85,682-63.6% | $85,850-63.7% |
| Participation rate | 54.1% | 61.1%-7.1pp | 69.9%-15.8pp | 69.3%-15.3pp |
| Annual return | 11.07% | 23.77%-12.7pp | 21.49%-10.4pp | 318.53%-307.5pp |
| Employer contribution / active EE | $1,636 | $1,757-6.9% | $2,618-37.5% | $2,565-36.2% |
| Participant deferral / active EE | $2,652 | $2,802-5.3% | $3,923-32.4% | $3,952-32.9% |
| Admin fee / account holder | $234 | $4,640-95.0% | $6,873-96.6% | $6,260-96.3% |