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 | $17,899 | $52,580-66.0% | $71,671-75.0% | $70,131-74.5% |
| Participation rate | 30.4% | 60.9%-30.5pp | 68.7%-38.4pp | 69.5%-39.2pp |
| Annual return | 18.41% | 20.25%-1.8pp | 20.65%-2.2pp | 73.14%-54.7pp |
| Employer contribution / active EE | $673 | $1,616-58.4% | $2,460-72.6% | $2,342-71.3% |
| Participant deferral / active EE | $1,332 | $2,386-44.2% | $3,438-61.3% | $3,332-60.0% |
| Admin fee / account holder | $297 | $3,653-91.9% | $5,558-94.7% | $4,645-93.6% |