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 | $53,584 | $52,580+1.9% | $71,671-25.2% | $70,131-23.6% |
| Participation rate | 45.2% | 60.9%-15.6pp | 68.7%-23.5pp | 69.5%-24.3pp |
| Annual return | 15.13% | 20.25%-5.1pp | 20.65%-5.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $502 | $1,616-69.0% | $2,460-79.6% | $2,342-78.6% |
| Participant deferral / active EE | $2,074 | $2,386-13.1% | $3,438-39.7% | $3,332-37.8% |
| Admin fee / account holder | $78 | $3,653-97.9% | $5,558-98.6% | $4,645-98.3% |