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 | $27,677 | $35,183-21.3% | $73,545-62.4% | $70,131-60.5% |
| Participation rate | 49.1% | 42.9%+6.1pp | 54.9%-5.9pp | 69.5%-20.5pp |
| Annual return | 20.67% | 26.90%-6.2pp | -15.16%+35.8pp | 73.14%-52.5pp |
| Employer contribution / active EE | $555 | $709-21.7% | $1,219-54.5% | $2,342-76.3% |
| Participant deferral / active EE | $956 | $1,220-21.6% | $1,806-47.1% | $3,332-71.3% |
| Admin fee / account holder | $223 | $2,302-90.3% | $2,320-90.4% | $4,645-95.2% |