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 | $48,138 | $47,944+0.4% | $67,834-29.0% | $62,891-23.5% |
| Participation rate | 57.7% | 61.1%-3.4pp | 68.8%-11.1pp | 69.3%-11.6pp |
| Annual return | 6.94% | 11.77%-4.8pp | 138.47%-131.5pp | 20.14%-13.2pp |
| Employer contribution / active EE | $356 | $1,562-77.2% | $2,403-85.2% | $2,281-84.4% |
| Participant deferral / active EE | $1,916 | $2,247-14.7% | $3,160-39.4% | $3,203-40.2% |
| Admin fee / account holder | $4 | $3,712-99.9% | $4,622-99.9% | $4,296-99.9% |