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 | $52,850 | $54,541-3.1% | $78,778-32.9% | $70,131-24.6% |
| Participation rate | 65.7% | 60.8%+4.9pp | 69.2%-3.5pp | 69.5%-3.8pp |
| Annual return | 15.11% | 21.07%-6.0pp | 35.62%-20.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $540 | $1,089-50.4% | $1,986-72.8% | $2,342-76.9% |
| Participant deferral / active EE | $2,161 | $2,210-2.2% | $2,958-26.9% | $3,332-35.1% |
| Admin fee / account holder | $95 | $3,709-97.5% | $5,134-98.2% | $4,645-98.0% |