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 | $23,035 | $65,365-64.8% | $92,893-75.2% | $72,985-68.4% |
| Participation rate | 44.4% | 68.3%-23.9pp | 76.0%-31.6pp | 69.5%-25.0pp |
| Annual return | 23.49% | 42.10%-18.6pp | 109.41%-85.9pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,098 | $2,594-57.7% | $3,653-69.9% | $2,440-55.0% |
| Participant deferral / active EE | $2,030 | $3,128-35.1% | $4,236-52.1% | $3,607-43.7% |
| Admin fee / account holder | $264 | $4,251-93.8% | $5,794-95.4% | $5,124-94.9% |