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 | $21,523 | $103,949-79.3% | $69,182-68.9% | $273,961-92.1% |
| Participation rate | 36.4% | 67.4%-31.0pp | 55.1%-18.8pp | 83.0%-46.7pp |
| Annual return | 4.25% | 35.28%-31.0pp | -21.93%+26.2pp | 41.45%-37.2pp |
| Employer contribution / active EE | $137 | $1,783-92.3% | $1,206-88.7% | $4,869-97.2% |
| Participant deferral / active EE | $1,981 | $2,716-27.1% | $1,897+4.4% | $5,287-62.5% |
| Admin fee / account holder | $152 | $3,671-95.8% | $2,697-94.4% | $10,132-98.5% |