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 | $27,479 | $67,606-59.4% | $82,313-66.6% | $70,131-60.8% |
| Participation rate | 57.6% | 72.8%-15.2pp | 76.9%-19.3pp | 69.5%-12.0pp |
| Annual return | 14.08% | 21.57%-7.5pp | 25.88%-11.8pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,032 | $1,755-41.2% | $2,428-57.5% | $2,342-56.0% |
| Participant deferral / active EE | $2,838 | $2,987-5.0% | $3,706-23.4% | $3,332-14.8% |
| Admin fee / account holder | $52 | $4,512-98.8% | $5,608-99.1% | $4,645-98.9% |