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 | $69,433 | $67,606+2.7% | $82,313-15.6% | $70,131-1.0% |
| Participation rate | 40.0% | 72.8%-32.8pp | 76.9%-36.9pp | 69.5%-29.5pp |
| Annual return | 14.60% | 21.57%-7.0pp | 25.88%-11.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $693 | $1,755-60.5% | $2,428-71.5% | $2,342-70.4% |
| Participant deferral / active EE | $1,561 | $2,987-47.7% | $3,706-57.9% | $3,332-53.1% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |