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 | $30,859 | $62,573-50.7% | $85,682-64.0% | $85,850-64.1% |
| Participation rate | 31.6% | 61.1%-29.6pp | 69.9%-38.3pp | 69.3%-37.7pp |
| Annual return | 12.60% | 23.77%-11.2pp | 21.49%-8.9pp | 318.53%-305.9pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,495 | $2,802-46.7% | $3,923-61.9% | $3,952-62.2% |
| Admin fee / account holder | $273 | $4,640-94.1% | $6,873-96.0% | $6,260-95.6% |