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 | $57,257 | $39,122+46.4% | $57,179+0.1% | $62,891-9.0% |
| Participation rate | 57.4% | 70.5%-13.1pp | 75.3%-17.9pp | 69.3%-11.9pp |
| Annual return | 8.11% | 9.23%-1.1pp | 14.59%-6.5pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,629 | $1,874+40.3% | $2,682-2.0% | $2,281+15.3% |
| Participant deferral / active EE | $2,571 | $2,374+8.3% | $3,096-17.0% | $3,203-19.7% |
| Admin fee / account holder | $260 | $2,592-90.0% | $3,139-91.7% | $4,296-93.9% |