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 | $61,721 | $35,183+75.4% | $73,545-16.1% | $70,131-12.0% |
| Participation rate | 65.0% | 42.9%+22.1pp | 54.9%+10.1pp | 69.5%-4.5pp |
| Annual return | 16.83% | 26.90%-10.1pp | -15.16%+32.0pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,364 | $709+92.5% | $1,219+11.9% | $2,342-41.8% |
| Participant deferral / active EE | $2,604 | $1,220+113.5% | $1,806+44.2% | $3,332-21.8% |
| Admin fee / account holder | $167 | $2,302-92.7% | $2,320-92.8% | $4,645-96.4% |