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 | $21,331 | $46,553-54.2% | $64,056-66.7% | $75,163-71.6% |
| Participation rate | 48.8% | 65.9%-17.2pp | 72.3%-23.5pp | 67.2%-18.4pp |
| Annual return | 12.85% | 26.03%-13.2pp | 33.69%-20.8pp | 160.62%-147.8pp |
| Employer contribution / active EE | $1,184 | $1,974-40.0% | $2,747-56.9% | $2,670-55.6% |
| Participant deferral / active EE | $1,841 | $2,837-35.1% | $3,880-52.5% | $4,125-55.4% |
| Admin fee / account holder | $178 | $2,952-94.0% | $3,068-94.2% | $5,651-96.8% |