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 | $31,358 | $43,327-27.6% | $59,878-47.6% | $64,186-51.1% |
| Participation rate | 66.7% | 69.2%-2.5pp | 74.7%-8.0pp | 69.6%-2.9pp |
| Annual return | 10.72% | -1.55%+12.3pp | 3.46%+7.3pp | 7.63%+3.1pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,671 | $2,546+4.9% | $3,402-21.5% | $3,470-23.0% |
| Admin fee / account holder | $180 | $3,005-94.0% | $3,590-95.0% | $4,888-96.3% |