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 | $49,463 | $56,897-13.1% | $84,750-41.6% | $62,891-21.4% |
| Participation rate | 62.4% | 68.5%-6.2pp | 76.6%-14.2pp | 69.3%-7.0pp |
| Annual return | 6.01% | 6.30%-0.3pp | 22.78%-16.8pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,329 | $2,400-3.0% | $3,574-34.8% | $2,281+2.1% |
| Participant deferral / active EE | $2,335 | $2,709-13.8% | $3,712-37.1% | $3,203-27.1% |
| Admin fee / account holder | $137 | $3,581-96.2% | $5,332-97.4% | $4,296-96.8% |