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 | $57,676 | $58,512-1.4% | $84,015-31.4% | $72,985-21.0% |
| Participation rate | 50.7% | 61.2%-10.5pp | 69.0%-18.3pp | 69.5%-18.8pp |
| Annual return | 19.79% | 28.93%-9.1pp | 71.31%-51.5pp | 81.00%-61.2pp |
| Employer contribution / active EE | $753 | $1,163-35.3% | $1,983-62.0% | $2,440-69.1% |
| Participant deferral / active EE | $2,253 | $2,394-5.9% | $3,239-30.4% | $3,607-37.5% |
| Admin fee / account holder | $51 | $4,569-98.9% | $6,101-99.2% | $5,124-99.0% |