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 | $60,796 | $62,586-2.9% | $76,768-20.8% | $64,186-5.3% |
| Participation rate | 52.8% | 72.8%-20.0pp | 77.0%-24.2pp | 69.6%-16.8pp |
| Annual return | 5.58% | -1.95%+7.5pp | 2.43%+3.2pp | 7.63%-2.1pp |
| Employer contribution / active EE | $1,181 | $1,832-35.5% | $2,485-52.5% | $2,381-50.4% |
| Participant deferral / active EE | $2,146 | $3,145-31.8% | $3,852-44.3% | $3,470-38.2% |
| Admin fee / account holder | $245 | $4,667-94.8% | $6,675-96.3% | $4,888-95.0% |