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 | $21,132 | $102,245-79.3% | $89,340-76.3% | $137,256-84.6% |
| Participation rate | 62.5% | 74.9%-12.4pp | 69.6%-7.1pp | 80.0%-17.5pp |
| Annual return | 20.19% | 21.89%-1.7pp | 20.57%-0.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,506 | $2,529-40.4% | $2,231-32.5% | $4,156-63.8% |
| Participant deferral / active EE | $1,884 | $4,436-57.5% | $3,823-50.7% | $6,407-70.6% |
| Admin fee / account holder | $290 | $8,085-96.4% | $6,704-95.7% | $12,270-97.6% |