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 | $21,614 | $53,822-59.8% | $75,696-71.4% | $85,850-74.8% |
| Participation rate | 56.0% | 69.1%-13.1pp | 74.8%-18.8pp | 69.3%-13.3pp |
| Annual return | 14.15% | 24.54%-10.4pp | 104.53%-90.4pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,009 | $2,017-50.0% | $2,743-63.2% | $2,565-60.7% |
| Participant deferral / active EE | $1,983 | $2,895-31.5% | $3,821-48.1% | $3,952-49.8% |
| Admin fee / account holder | $175 | $3,343-94.8% | $3,619-95.2% | $6,260-97.2% |