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 | $27,840 | $136,307-79.6% | $106,619-73.9% | $273,961-89.8% |
| Participation rate | 56.5% | 84.8%-28.2pp | 78.0%-21.5pp | 83.0%-26.5pp |
| Annual return | 9.43% | 11.05%-1.6pp | 9.42%0pp | 41.45%-32.0pp |
| Employer contribution / active EE | $1,152 | $5,190-77.8% | $3,947-70.8% | $4,869-76.3% |
| Participant deferral / active EE | $4,028 | $4,969-18.9% | $3,930+2.5% | $5,287-23.8% |
| Admin fee / account holder | $160 | $8,625-98.1% | $6,418-97.5% | $10,132-98.4% |