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 | $24,927 | $39,122-36.3% | $57,179-56.4% | $62,891-60.4% |
| Participation rate | 69.2% | 70.5%-1.3pp | 75.3%-6.1pp | 69.3%-0.1pp |
| Annual return | 10.50% | 9.23%+1.3pp | 14.59%-4.1pp | 20.14%-9.6pp |
| Employer contribution / active EE | $2,165 | $1,874+15.5% | $2,682-19.3% | $2,281-5.1% |
| Participant deferral / active EE | $2,454 | $2,374+3.4% | $3,096-20.7% | $3,203-23.4% |
| Admin fee / account holder | $73 | $2,592-97.2% | $3,139-97.7% | $4,296-98.3% |