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 | $58,047 | $76,552-24.2% | $123,892-53.1% | $62,891-7.7% |
| Participation rate | 67.2% | 73.0%-5.8pp | 81.4%-14.2pp | 69.3%-2.1pp |
| Annual return | 8.49% | 18.68%-10.2pp | 47.52%-39.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,411 | $2,883-51.0% | $4,617-69.4% | $2,281-38.1% |
| Participant deferral / active EE | $2,485 | $4,840-48.7% | $5,984-58.5% | $3,203-22.4% |
| Admin fee / account holder | $264 | $4,826-94.5% | $8,357-96.8% | $4,296-93.9% |