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 | $57,372 | $55,706+3.0% | $75,886-24.4% | $72,985-21.4% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.3%-19.3pp | 69.5%-19.5pp |
| Annual return | 20.74% | 27.59%-6.9pp | 30.76%-10.0pp | 81.00%-60.3pp |
| Employer contribution / active EE | $2,230 | $1,687+32.2% | $2,500-10.8% | $2,440-8.6% |
| Participant deferral / active EE | $3,298 | $2,634+25.2% | $3,603-8.5% | $3,607-8.6% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,418-100.0% | $5,124-100.0% |