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 | $12,984 | $35,183-63.1% | $73,545-82.3% | $70,131-81.5% |
| Participation rate | 44.1% | 42.9%+1.2pp | 54.9%-10.8pp | 69.5%-25.4pp |
| Annual return | 21.51% | 26.90%-5.4pp | -15.16%+36.7pp | 73.14%-51.6pp |
| Employer contribution / active EE | $246 | $709-65.2% | $1,219-79.8% | $2,342-89.5% |
| Participant deferral / active EE | $558 | $1,220-54.2% | $1,806-69.1% | $3,332-83.2% |
| Admin fee / account holder | $167 | $2,302-92.7% | $2,320-92.8% | $4,645-96.4% |