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 | $19,864 | $47,848-58.5% | $81,478-75.6% | $70,131-71.7% |
| Participation rate | 60.7% | 58.3%+2.4pp | 68.0%-7.2pp | 69.5%-8.8pp |
| Annual return | 23.64% | 27.25%-3.6pp | 38.78%-15.1pp | 73.14%-49.5pp |
| Employer contribution / active EE | $1,495 | $1,527-2.1% | $2,568-41.8% | $2,342-36.2% |
| Participant deferral / active EE | $2,006 | $2,453-18.2% | $3,537-43.3% | $3,332-39.8% |
| Admin fee / account holder | $56 | $3,145-98.2% | $4,561-98.8% | $4,645-98.8% |