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 | $25,294 | $73,933-65.8% | $96,683-73.8% | $75,163-66.3% |
| Participation rate | 60.0% | 66.4%-6.4pp | 74.3%-14.3pp | 67.2%-7.2pp |
| Annual return | 18.79% | 26.70%-7.9pp | 35.69%-16.9pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,186 | $2,928-59.5% | $3,737-68.3% | $2,670-55.6% |
| Participant deferral / active EE | $2,625 | $3,659-28.3% | $4,878-46.2% | $4,125-36.4% |
| Admin fee / account holder | $244 | $5,216-95.3% | $6,730-96.4% | $5,651-95.7% |