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 | $14,032 | $54,762-74.4% | $90,281-84.5% | $72,985-80.8% |
| Participation rate | 54.5% | 65.1%-10.6pp | 73.3%-18.7pp | 69.5%-14.9pp |
| Annual return | 27.05% | 30.63%-3.6pp | 78.10%-51.0pp | 81.00%-54.0pp |
| Employer contribution / active EE | $281 | $2,092-86.6% | $2,854-90.2% | $2,440-88.5% |
| Participant deferral / active EE | $2,011 | $2,887-30.3% | $3,885-48.2% | $3,607-44.2% |
| Admin fee / account holder | $233 | $3,972-94.1% | $5,351-95.6% | $5,124-95.5% |