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 | $22,313 | $93,071-76.0% | $74,583-70.1% | $273,961-91.9% |
| Participation rate | 50.0% | 74.9%-24.9pp | 68.1%-18.1pp | 83.0%-33.0pp |
| Annual return | 14.10% | 26.18%-12.1pp | 20.47%-6.4pp | 41.45%-27.4pp |
| Employer contribution / active EE | $1,652 | $3,160-47.7% | $2,525-34.6% | $4,869-66.1% |
| Participant deferral / active EE | $2,550 | $4,160-38.7% | $3,458-26.3% | $5,287-51.8% |
| Admin fee / account holder | $167 | $5,272-96.8% | $4,138-96.0% | $10,132-98.4% |