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 | $50,896 | $59,839-14.9% | $81,983-37.9% | $79,858-36.3% |
| Participation rate | 57.9% | 61.6%-3.7pp | 69.2%-11.4pp | 69.6%-11.7pp |
| Annual return | 19.84% | 17.56%+2.3pp | 41.31%-21.5pp | 31.71%-11.9pp |
| Employer contribution / active EE | $1,544 | $1,713-9.9% | $2,498-38.2% | $2,471-37.5% |
| Participant deferral / active EE | $3,505 | $2,695+30.0% | $3,722-5.8% | $3,740-6.3% |
| Admin fee / account holder | $177 | $4,287-95.9% | $5,664-96.9% | $5,306-96.7% |