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 | $23,086 | $66,402-65.2% | $109,895-79.0% | $85,850-73.1% |
| Participation rate | 50.0% | 63.9%-13.9pp | 74.2%-24.2pp | 69.3%-19.3pp |
| Annual return | 13.25% | 19.59%-6.3pp | 29.45%-16.2pp | 318.53%-305.3pp |
| Employer contribution / active EE | $764 | $1,687-54.7% | $2,842-73.1% | $2,565-70.2% |
| Participant deferral / active EE | $1,627 | $2,842-42.8% | $4,048-59.8% | $3,952-58.8% |
| Admin fee / account holder | $167 | $4,557-96.3% | $6,066-97.2% | $6,260-97.3% |