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 | $26,252 | $43,075-39.1% | $74,583-64.8% | $62,891-58.3% |
| Participation rate | 50.0% | 58.1%-8.1pp | 68.1%-18.1pp | 69.3%-19.3pp |
| Annual return | 6.30% | 17.50%-11.2pp | 20.47%-14.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $773 | $1,498-48.4% | $2,525-69.4% | $2,281-66.1% |
| Participant deferral / active EE | $1,921 | $2,389-19.6% | $3,458-44.4% | $3,203-40.0% |
| Admin fee / account holder | $69 | $2,840-97.6% | $4,138-98.3% | $4,296-98.4% |