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 | $22,853 | $74,879,922-100.0% | $40,145,923-99.9% | $273,961-91.7% |
| Participation rate | 52.6% | 74.1%-21.4pp | 68.4%-15.8pp | 83.0%-30.4pp |
| Annual return | 4.94% | 2.55%+2.4pp | 5.24%-0.3pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,127 | $2,350-52.1% | $1,844-38.9% | $4,869-76.9% |
| Participant deferral / active EE | $2,571 | $2,962-13.2% | $2,591-0.7% | $5,287-51.4% |
| Admin fee / account holder | $133 | $3,725-96.4% | $2,903-95.4% | $10,132-98.7% |