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 | $33,363 | $47,944-30.4% | $67,834-50.8% | $62,891-47.0% |
| Participation rate | 21.1% | 61.1%-39.9pp | 68.8%-47.7pp | 69.3%-48.2pp |
| Annual return | 9.63% | 11.77%-2.1pp | 138.47%-128.8pp | 20.14%-10.5pp |
| Employer contribution / active EE | $852 | $1,562-45.5% | $2,403-64.6% | $2,281-62.6% |
| Participant deferral / active EE | $2,092 | $2,247-6.9% | $3,160-33.8% | $3,203-34.7% |
| Admin fee / account holder | $241 | $3,712-93.5% | $4,622-94.8% | $4,296-94.4% |