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 | $54,775 | $58,512-6.4% | $84,015-34.8% | $72,985-25.0% |
| Participation rate | 60.0% | 61.2%-1.2pp | 69.0%-9.0pp | 69.5%-9.5pp |
| Annual return | 26.78% | 28.93%-2.1pp | 71.31%-44.5pp | 81.00%-54.2pp |
| Employer contribution / active EE | $553 | $1,163-52.5% | $1,983-72.1% | $2,440-77.3% |
| Participant deferral / active EE | $2,212 | $2,394-7.6% | $3,239-31.7% | $3,607-38.7% |
| Admin fee / account holder | $150 | $4,569-96.7% | $6,101-97.5% | $5,124-97.1% |