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 | $19,618 | $48,364-59.4% | $71,796-72.7% | $62,891-68.8% |
| Participation rate | 37.2% | 60.6%-23.4pp | 69.1%-31.9pp | 69.3%-32.1pp |
| Annual return | 7.52% | 13.16%-5.6pp | 78.04%-70.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $832 | $1,042-20.2% | $1,924-56.8% | $2,281-63.5% |
| Participant deferral / active EE | $1,563 | $2,091-25.3% | $2,794-44.1% | $3,203-51.2% |
| Admin fee / account holder | $230 | $3,771-93.9% | $4,815-95.2% | $4,296-94.7% |