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 | $61,640 | $48,364+27.5% | $71,796-14.1% | $62,891-2.0% |
| Participation rate | 59.2% | 60.6%-1.4pp | 69.1%-9.9pp | 69.3%-10.1pp |
| Annual return | 10.49% | 13.16%-2.7pp | 78.04%-67.5pp | 20.14%-9.6pp |
| Employer contribution / active EE | $873 | $1,042-16.2% | $1,924-54.6% | $2,281-61.7% |
| Participant deferral / active EE | $1,205 | $2,091-42.4% | $2,794-56.9% | $3,203-62.4% |
| Admin fee / account holder | $238 | $3,771-93.7% | $4,815-95.1% | $4,296-94.5% |