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 | $56,933 | $58,512-2.7% | $84,015-32.2% | $72,985-22.0% |
| Participation rate | 64.3% | 61.2%+3.1pp | 69.0%-4.7pp | 69.5%-5.2pp |
| Annual return | 19.21% | 28.93%-9.7pp | 71.31%-52.1pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,530 | $1,163+31.6% | $1,983-22.8% | $2,440-37.3% |
| Participant deferral / active EE | $2,487 | $2,394+3.9% | $3,239-23.2% | $3,607-31.1% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,101-100.0% | $5,124-100.0% |