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 | $39,920 | $78,422-49.1% | $95,952-58.4% | $79,858-50.0% |
| Participation rate | 50.0% | 73.5%-23.5pp | 77.1%-27.1pp | 69.6%-19.6pp |
| Annual return | 11.70% | 19.37%-7.7pp | 91.61%-79.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,326 | $1,945-31.8% | $2,541-47.8% | $2,471-46.3% |
| Participant deferral / active EE | $2,309 | $3,440-32.9% | $4,167-44.6% | $3,740-38.3% |
| Admin fee / account holder | $85 | $5,622-98.5% | $6,795-98.7% | $5,306-98.4% |