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 | $52,364 | $52,279+0.2% | $89,391-41.4% | $79,858-34.4% |
| Participation rate | 62.1% | 57.5%+4.5pp | 68.0%-5.9pp | 69.6%-7.6pp |
| Annual return | 18.44% | 22.16%-3.7pp | 245.62%-227.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $2,104 | $1,572+33.9% | $2,586-18.6% | $2,471-14.8% |
| Participant deferral / active EE | $2,987 | $2,740+9.0% | $3,890-23.2% | $3,740-20.1% |
| Admin fee / account holder | $0 | $3,356-100.0% | $4,881-100.0% | $5,306-100.0% |