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 9-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 | $22,552 | $42,383-46.8% | $76,523-70.5% | $64,186-64.9% |
| Participation rate | 53.1% | 58.1%-5.0pp | 68.0%-14.9pp | 69.6%-16.4pp |
| Annual return | 7.73% | -16.54%+24.3pp | -0.27%+8.0pp | 7.63%+0.1pp |
| Employer contribution / active EE | $329 | $1,563-79.0% | $2,647-87.6% | $2,381-86.2% |
| Participant deferral / active EE | $2,869 | $2,566+11.8% | $3,835-25.2% | $3,470-17.3% |
| Admin fee / account holder | $260 | $3,198-91.9% | $4,848-94.6% | $4,888-94.7% |