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 | $63,111 | $57,590+9.6% | $86,233-26.8% | $82,448-23.5% |
| Participation rate | 42.3% | 57.9%-15.6pp | 69.0%-26.8pp | 68.1%-25.8pp |
| Annual return | 20.02% | 22.41%-2.4pp | 61.39%-41.4pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,486 | $1,655-10.2% | $2,504-40.7% | $2,551-41.8% |
| Participant deferral / active EE | $2,818 | $3,080-8.5% | $4,559-38.2% | $4,139-31.9% |
| Admin fee / account holder | $280 | $4,730-94.1% | $8,342-96.6% | $7,234-96.1% |