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 | $56,602 | $52,580+7.6% | $71,671-21.0% | $70,131-19.3% |
| Participation rate | 56.7% | 60.9%-4.2pp | 68.7%-12.1pp | 69.5%-12.9pp |
| Annual return | 20.93% | 20.25%+0.7pp | 20.65%+0.3pp | 73.14%-52.2pp |
| Employer contribution / active EE | $416 | $1,616-74.2% | $2,460-83.1% | $2,342-82.2% |
| Participant deferral / active EE | $2,444 | $2,386+2.4% | $3,438-28.9% | $3,332-26.7% |
| Admin fee / account holder | $7 | $3,653-99.8% | $5,558-99.9% | $4,645-99.9% |