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 | $58,116 | $58,512-0.7% | $84,015-30.8% | $72,985-20.4% |
| Participation rate | 56.3% | 61.2%-5.0pp | 69.0%-12.8pp | 69.5%-13.2pp |
| Annual return | 26.49% | 28.93%-2.4pp | 71.31%-44.8pp | 81.00%-54.5pp |
| Employer contribution / active EE | $1,537 | $1,163+32.1% | $1,983-22.5% | $2,440-37.0% |
| Participant deferral / active EE | $4,369 | $2,394+82.5% | $3,239+34.9% | $3,607+21.1% |
| Admin fee / account holder | $66 | $4,569-98.5% | $6,101-98.9% | $5,124-98.7% |