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 9-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 | $45,784 | $43,327+5.7% | $59,878-23.5% | $64,186-28.7% |
| Participation rate | 67.6% | 69.2%-1.5pp | 74.7%-7.1pp | 69.6%-1.9pp |
| Annual return | 12.66% | -1.55%+14.2pp | 3.46%+9.2pp | 7.63%+5.0pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,847 | $2,546+51.1% | $3,402+13.1% | $3,470+10.9% |
| Admin fee / account holder | $252 | $3,005-91.6% | $3,590-93.0% | $4,888-94.8% |