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 | $18,872 | $56,897-66.8% | $84,750-77.7% | $62,891-70.0% |
| Participation rate | 60.0% | 68.5%-8.5pp | 76.6%-16.6pp | 69.3%-9.3pp |
| Annual return | 10.56% | 6.30%+4.3pp | 22.78%-12.2pp | 20.14%-9.6pp |
| Employer contribution / active EE | $1,992 | $2,400-17.0% | $3,574-44.3% | $2,281-12.6% |
| Participant deferral / active EE | $2,676 | $2,709-1.2% | $3,712-27.9% | $3,203-16.5% |
| Admin fee / account holder | $269 | $3,581-92.5% | $5,332-94.9% | $4,296-93.7% |