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 | $45,457 | $45,035+0.9% | $62,995-27.8% | $70,131-35.2% |
| Participation rate | 60.0% | 69.5%-9.5pp | 74.8%-14.8pp | 69.5%-9.5pp |
| Annual return | 19.25% | 18.76%+0.5pp | 87.57%-68.3pp | 73.14%-53.9pp |
| Employer contribution / active EE | $381 | $2,051-81.4% | $2,759-86.2% | $2,342-83.7% |
| Participant deferral / active EE | $2,452 | $2,465-0.5% | $3,329-26.4% | $3,332-26.4% |
| Admin fee / account holder | $3 | $2,834-99.9% | $3,600-99.9% | $4,645-99.9% |