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 | $26,201 | $228,332-88.5% | $185,823-85.9% | $158,922-83.5% |
| Participation rate | 40.9% | 82.3%-41.4pp | 78.0%-37.1pp | 82.0%-41.0pp |
| Annual return | 14.70% | 40.80%-26.1pp | 35.95%-21.2pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,221 | $4,967-75.4% | $4,087-70.1% | $4,761-74.4% |
| Participant deferral / active EE | $1,555 | $6,415-75.8% | $5,632-72.4% | $5,982-74.0% |
| Admin fee / account holder | $280 | $11,864-97.6% | $9,500-97.1% | $11,246-97.5% |