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 | $27,651 | $55,706-50.4% | $75,886-63.6% | $72,985-62.1% |
| Participation rate | 27.5% | 61.1%-33.6pp | 69.3%-41.7pp | 69.5%-42.0pp |
| Annual return | 19.61% | 27.59%-8.0pp | 30.76%-11.1pp | 81.00%-61.4pp |
| Employer contribution / active EE | $615 | $1,687-63.5% | $2,500-75.4% | $2,440-74.8% |
| Participant deferral / active EE | $1,177 | $2,634-55.3% | $3,603-67.3% | $3,607-67.4% |
| Admin fee / account holder | $98 | $3,978-97.5% | $5,418-98.2% | $5,124-98.1% |