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 | $89,211 | $95,803-6.9% | $113,168-21.2% | $84,808+5.2% |
| Participation rate | 41.9% | 72.9%-30.9pp | 76.6%-34.6pp | 68.3%-26.4pp |
| Annual return | 13.57% | 25.00%-11.4pp | 24.27%-10.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,357 | $2,360-42.5% | $2,975-54.4% | $2,631-48.4% |
| Participant deferral / active EE | $2,912 | $4,242-31.4% | $5,107-43.0% | $4,212-30.9% |
| Admin fee / account holder | $110 | $8,989-98.8% | $12,068-99.1% | $7,344-98.5% |