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 | $78,974 | $78,422+0.7% | $95,952-17.7% | $79,858-1.1% |
| Participation rate | 60.5% | 73.5%-13.0pp | 77.1%-16.6pp | 69.6%-9.2pp |
| Annual return | 10.75% | 19.37%-8.6pp | 91.61%-80.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $1,687 | $1,945-13.3% | $2,541-33.6% | $2,471-31.7% |
| Participant deferral / active EE | $2,900 | $3,440-15.7% | $4,167-30.4% | $3,740-22.5% |
| Admin fee / account holder | $159 | $5,622-97.2% | $6,795-97.7% | $5,306-97.0% |