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 | $57,957 | $77,899-25.6% | $149,673-61.3% | $75,163-22.9% |
| Participation rate | 66.7% | 65.6%+1.1pp | 78.8%-12.1pp | 67.2%-0.5pp |
| Annual return | 19.56% | 31.72%-12.2pp | 134.42%-114.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $2,002 | $3,137-36.2% | $4,818-58.4% | $2,670-25.0% |
| Participant deferral / active EE | $3,555 | $3,411+4.2% | $5,680-37.4% | $4,125-13.8% |
| Admin fee / account holder | $264 | $5,956-95.6% | $13,210-98.0% | $5,651-95.3% |