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 | $60,697 | $60,349+0.6% | $74,183-18.2% | $62,891-3.5% |
| Participation rate | 61.7% | 72.7%-11.0pp | 76.6%-14.9pp | 69.3%-7.6pp |
| Annual return | 8.16% | 21.37%-13.2pp | 17.74%-9.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $696 | $1,680-58.6% | $2,370-70.6% | $2,281-69.5% |
| Participant deferral / active EE | $2,126 | $2,856-25.6% | $3,550-40.1% | $3,203-33.6% |
| Admin fee / account holder | $52 | $4,261-98.8% | $5,586-99.1% | $4,296-98.8% |